Our Advisors
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.
Financial Advisors
AMY PENDER | NY: Fossil fuel free, green and impact investing, financial and life planning, women and couples; background in arts and education
ANDY LOVING + SUSAN TAYLOR | KY: Social justice; community investing; private equity and debt; strong ecumenical foundations
CARRIE VAN WINKLE | KY: Women & couples, green investing, social justice, fossil fuel free, local investing; mindfulness with money
CHRISTOPHER PECK | CA: Resilient investing, holistic financial and life planning, smart home buying and development, regenerative farming
ERIC SMITH | WA: Sustainable, responsible, impact investing strategies since 1986; serving individuals, families, and organizations
EVAN QUIRK-GARVAN | NC: Young adult and Millennial focus; impact investing, community investing, and rural sustainability
GREG GARVAN | SC: Big-picture financial planning; intentional use of your money for impact investments, charitable giving, and activism
GREG PITTS | NY: Fossil fuel free focus, investing for impact, financial planning, sustainable living, background in physics
HAL BRILL | CO: Integral investing, green neighborhoods, and conscious evolution; background in cultural geography and environmental education
James Frazier | WA + HI: Investing in solutions: social justice, a healthy environment, and local community empowerment
Malaika Maphalala | OR + HI: Sustainable community, regenerative agriculture, social justice, and alleviation of global poverty
MICHAEL KRAMER | HI: Innovations in local economies, government economic planning, shareholder advocacy, and permaculture
SCOTT SECREST | CA: Tracking patterns in the economy as a whole; director of Natural Investments’ investment research team
We offer nationwide portfolio management using sustainable and responsible investments.
California
San Luis Obispo | Sonoma County
Colorado
Hawai’i
Kentucky
New York
Ithaca | New York City | Hudson Valley