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Sustainable Investment Solutions, LLC (Dedham)


Sustainable Investment Solutions, LLC is a mid-sized advisory firm based in Dedham. It manages $74.62 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Massachusetts and New Hampshire.

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Sustainable Investment Solutions provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sustainable Investment Solutions: assets under management

The assets under management (AUM) of Sustainable Investment Solutions, LLC is $74.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $74.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $490.95 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sustainable Investment Solutions, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Candace Poole Podolsky Co-trustee 1 Jan 2012 50% - 75% 6033366

Based in Dedham

The principal office where Sustainable Investment Solutions, LLC performs its advisory services is located at 990 Washington St, Dedham, MA 02026, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-251-0505 or by fax 781-461-2969. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.financialsolutions.net.


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