About Natural Investments
Natural Investments is a national portfolio management firm – an innovative, client-focused company, with a high level of personal attention and individualized service.
NI has offices in the following locations: Paonia, Colorado; Kailua-Kona, Hawaii; Windsor, California; San Luis Obispo, California; Port Townsend, Washington; Portland, Oregon; Louisville, Kentucky; Charleston, South Carolina; Ithaca, New York; Maui, Hawaii; and Hilo, Hawaii.
We combine our progressive passion with fiscal prudence, and through affiliations with Charles Schwab & Co, Black Diamond Performance Reporting, and US SIF: The Forum for Sustainable and Responsible Investment, provide our clients with strong research and solid administration.
As an independent investment adviser registered with the SEC, we work on a fee-only basis. With no commissions and no allegiance to large financial services companies, we have minimal conflicts of interest; our interest is in giving you the best possible advice for your situation.
We offer nationwide portfolio management using sustainable and responsible investments.
San Luis Obispo | Sonoma County
Hilo | Kona | Maui
Natural Investments has been at the forefront of the socially responsible investment world for over 30 years.
We literally wrote the book (or books) on socially responsible investing: Investing From the Heart in 1992, Investing with your Values: Making Money & Making a Difference in 2000, and The Resilient Investor: A Plan for Your Life, Not Just Your Money (Berrett-Koehler 2015). For over 20 years, we’ve published the only rating system that monitors the social performance of mutual funds, the NI Social Rating.
We understand our client’s values because we share them.
We walk our talk and live our progressive passions. We volunteer in our communities. We donate a portion of our income to progressive non-profits. We are personally committed to healthy lifestyles, organic food, renewable energy, and supporting our local economies. And most important: we invest in the same ways that we suggest for you, so we bring special rigor to every decision.