Natural Investments LLC

Wealth Management & Consulting

Keauhou, Hawaii

United States

About Natural Investments

Natural Investments LLC has been exclusively dedicated to socially responsible investing since 1985. They offer comprehensive portfolio management and consulting services nationwide to individuals and families, non-profits, foundations, family offices, and business 401(k) plans using values-based publicly traded and private equity holdings. They literally wrote the book (or books) on socially responsible investing: Investing From the Heart in 1992 and Investing with your Values in 2000. Since 1992, they have published in Green Money Journal and LOHAS Journal the primary rating system that monitors the environmental, social, and governance performance of sustainable and responsible public mutual funds, the NI Social Rating. They maintain offices in California, Oregon, Washington, Hawaii, Colorado, New York, Kentucky, and South Carolina.

Natural Investments is an innovative, client-focused company, with a high level of personal attention and individualized service. As an independent investment adviser registered with the SEC, they work on a fee-only basis. With no commissions and no allegiance to large financial services companies, they have no conflicts of interest; their interest is in giving you the best possible advice for your situation.

Natural Investments' corporate structure is an LLC with 3 Managing Partners and 12 independent contractors who work exclusively for the firm and own their own client book of business. As such, the company has no employees per se and as such doesn't complete the Employee section of the Assessment, but the company operates as a collective, with consensus decision-making as much as possible and everyone participating on the Investment Committee, while everyone adheres to best practices via its Code of Ethics and Policy and Procedure Manual.

Natural Investments became a Founding B Corporation because we share in the belief that organizations which embrace the triple bottom line are helping to shape a socially just and ecologically regenerative civilization.

The Change We Seek®

We seek a prosperous planet based on ethical behaviors. We desire a transformation of capitalism to align meaningful human values with people's long-term financial goals, so that people can make a difference with their money and leave future generations a healthy, stable, and peaceful planet.

We walk our talk and live our progressive passions. We volunteer in our communities. We donate 1% of our gross revenues (not profits) to important social justice and sustainability causes and organizations and our advisors are very active in fostering regenerative economic development in the communities in which we live and work: Kona, Portland, Port Townsend, Sonoma County, San Luis Obispo, Paonia, Louisville, Ithaca, and Charleston. And most important: we invest in the same ways that we suggest for you, so we bring special rigor to every decision.

What makes us a better company?

B Impact Report

Certified since: 

December 2007

Company Score

Median Score*



The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.



The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.



The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).



The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.



The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

Overall B Score

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

view full reports ยป

Company Highlights: 

Environment: >75% recycled office supplies; >25% renewable energy; % of renewables increased annually; >25% of carbon footprint reduced through purchase of carbon credits

Community: >50% of suppliers have third-party social/environmental certification; >60% of of purchases from local suppliers; >30% of suppliers located in low-income communities; >10% of net profits given to charities



• Natural Investments Blog Go»


• Company News and Events Go»