At Natural Investments, we believe that it’s a natural human quality to care about the environment, communities, and social equity. Investing “naturally” is our way of helping people balance their need for financial return with their yearning to make the world a better place. We serve clients large and small with customized portfolios that fulfill each client’s financial, social, and environmental aspirations.
We offer something unique: a small company with a nationwide, collaborative network of nine independent offices. Each member of our team brings his or her own particular passion and specialties to project and portfolio development. The fruits of this synergistic approach benefit every client.
Key strategic relationships with Charles Schwab & Co., US SIF: The Forum for Sustainable & Responsible Investment, and Morningstar Investment Research, among others, provide us access to strong research, a valuable exchange of information with our peers in the industry, a full spectrum of investment options, and state-of-the-art performance reporting. At the same time, we offer the personal attention and individualized service larger firms seldom provide.
HAL BRILL | CO: Integral investing, green neighborhoods, and conscious evolution; background in cultural geography and environmental education
MICHAEL KRAMER | HI: Innovations in local economies, government economic planning, shareholder advocacy, and permaculture
CHRISTOPHER PECK | CA: Contemplative finance, holistic financial planning, regenerative farming, permaculture, and Zen training
Scott Secrest | CA: Tracking patterns in the economy as a whole; director of Natural Investments’ investment research team
James Frazier | WA + HI: Local investing; cutting-edge approaches to creating a sustainable economic future
Malaika Maphalala | OR + HI: Sustainable community, regenerative agriculture, social justice, and alleviation of global poverty
Greg Garvan | SC: Big-picture financial planning; intentional use of your money for impact investments, charitable giving, and activism
Greg Pitts | NY: Comprehensive financial and life planning, sustainable living, community and local investing, ecovillage development
CARRIE VAN WINKLE | KY: Women & couples, green investing, social justice, fossil fuel free, local investing; mindfulness with money