About Natural Investments
Natural Investments LLC has been exclusively dedicated to socially responsible investing since 1985. We 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. We literally wrote the book (or books) on socially responsible investing: Investing From the Heart in 1992 and Investing with your Values in 2000. For fifteen years, we've published the only rating system that monitors the social performance of mutual funds, the NI Social RatingSM.
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, we work on a fee-only basis. With no commissions and no allegiance to large financial services companies, we have no conflicts of interest; our 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 a portion of our income to progressive non-profits. Our Colorado office is powered by wind energy and our Northern California and Hawaii offices by solar photovoltaic. 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
- Industry: Asset Management
- Product/Services: Wealth Management & Consulting
- Location: Keauhou, HI
- http://www.naturalinvesting.com
Summary:
Certified: December 2007| Points Earned | % Points Available | |
|---|---|---|
| Environment » | 8.2 | 70% |
| Employees » | 22 | 65% |
| Community » | 42.6 | 58% |
| Consumers » | 30 | 45% |
| Leadership » | 11.9 | 89% |
| Composite B Score | 114.7 | 65% |
- >80 out of 200 is eligible for certification
- >60% points available = Area of excellence
Highlights:
2008 B Impact ReportEnvironment: >75% recycled office supplies; >5% renewable energy; % of renewables increased annually
Employees: >6% of profits included in profit sharing plan; 4+ weeks accrued vacation; 6+ weeks maternity leave
Community: >60% of expenditures directed toward local suppliers; >15% of suppliers located in low-income communities; >10% of net profits given to charities
