Natural Investments

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 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.

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.

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.

Founding B Corporation

Natural Investments

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Summary:

Certified: December 2007
  Points Earned % Points Available
Accountability » 9 60%
Employees » 0 0%
Consumers » 83 92%
Community » 68.5 81%
Environment » 16 80%
Composite B Score 176.5
  • >80 out of 200 is eligible for certification
  • >60% points available = Area of excellence

Highlights:

From B Impact Assessment

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

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