Portfolio Management

ocean-shoreNatural Investments offers its fee-only portfolio management services to individuals and institutions.

Institutions include  trusts, estates, charitable organizations, and corporations or other business entities, including pension and profit-sharing plans.

As a firm, NI has a $100,000 minimum account size, though this minimum may be negotiable. NI manages a variety of model portfolios based on client risk profiles, ranging from conservative to aggressive. The Director of Investment Research facilitates the investment committee’s quarterly analysis of fund performance in each asset class in order to determine the holdings and weightings of the models. The model portfolios form the basis of client asset allocations, though specific client interests and circumstances may add unique holdings to any portfolio.

For more on our portfolio management approach, see How We Invest.

Different types of investments involve varying degrees of risk, and the client should not assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended by NI) will be profitable or equal to any specific performance level(s).

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