Services for Individuals

ocean-shoreAt Natural Investments we believe that most people want to be helpful and kind, and that most want to leave the world a better place for their children and future generations.

We believe that these qualities are “natural”, and that it is natural to include these basic human tendencies in every decision. We define “Natural Investing” as actively seeking to balance the need for financial return with the yearning to make life a little better for others and the Earth.

We 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, contact us.

Portfolio Management

Financial Planning

Education and Training