Services for Individuals & Families

Natural Investments - Social and Environmental Portfolios for Individuals and FamiliesWe serve clients large and small with customized portfolios that fulfill each person’s social and environmental concerns. Natural Investments does both portfolio management and financial planning. We are compensated for portfolio management on an fee model based on assets under management. For financial planning, NI bills either as a project, hourly, or on a retainer basis. For more details, click the buttons below.

Portfolio Management

Financial Planning