Sustainable Advisors Alliance

Sustainable Advisors Alliance

Sustainable Advisors Alliance (SAA) was founded in 2020 by six advisors: Jan Bryan, Laura Isanuk, Harry Moran, Julie Skye, Pamela Stamper-Brandt, and Krista Strohoffer. The group organized around a shared belief that ESG data had matured enough to replace simple exclusionary screens with a forward-looking strategy. Working from offices in Oklahoma, New York, Virginia, and Colorado, the founding members built an advisor-owned alliance rather than a traditional RIA aggregator. The firm constructs portfolios using Sustainability Ratings that evaluate how companies manage material environmental, social, and governance issues. Asset-class coverage spans equities, fixed income, and pension consulting, with a focus on directly managed separate accounts. SAA executes trades and custody through Charles Schwab, a relationship the advisors have maintained since 1994. Portfolio construction pulls from First Affirmative, a manager that has run socially conscious strategies since 1988. The firm’s investment universe explicitly excludes tobacco, gaming, mining, and oil-and-gas producers, while tilting toward companies with high Sustainability Ratings. Six principals operate across four locations, with Laura Isanuk based in Colorado, Harry Moran in New York, Julie Skye in Oklahoma, and Pamela Stamper-Brandt in Virginia. The firm discloses no aggregate AUM or deployment figures. Adjacent vehicles or philanthropic structures are not public. SAA is an alliance model where each advisor operates under their own practice brand — Laura Isanuk works under Sustainable Advisors Alliance, Harry Moran through Sustainable Wealth Advisors, Pamela Stamper-Brandt through Seven Generations Investing, and Krista Strohoffer through Principled Investing. This federated structure is the core operating model. The alliance is not a single-family office, a multi-family office, or a centralized asset manager. Each member runs an independent book of clients who share a common ESG mandate, with SAA providing a shared compliance, custody, and intellectual framework. The firm’s structural differentiator is this loose coalition of fiduciary advisors who aggregate buying power and share a Sustainability Ratings methodology while maintaining separate client relationships and practice identities. The approach mirrors a co-op more than a consolidated wealth manager.