Natural Investments LLC

Wealth Management & Consulting

San Francisco, California

United States

naturalinvestments.com

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 debt and equity holdings. They literally wrote the book (or books) on socially responsible investing: The Resilient Investor: A Plan for Your Life, Not Just Your Money in 2015, Investing with Your Values: Making Money and Making a Difference in 2000, and Investing From the Heart in 1992. Since 1992, they have published on their website and at SocialFunds.com the oldest and most rigorous rating system of the environmental, social, and governance performance of sustainable and responsible mutual funds, the NI Social Rating. They maintain offices in California, Colorado, Hawaii, Kentucky, Massachusetts, Minnesota, New York, North Carolina, Oregon, South Carolina, and Washington.

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 2 Managing Partners, 4 Partners, and 14 independent financial advisors who manage their own client portfolios. As such, the company has no employees per se and as such doesn't complete the Employee section of the B Corp Assessment, but the company operates as a collective, with consensus decision-making as much as possible, including participating on the Investment Committee, while everyone adheres to best practices via the firm’s 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®

Natural Investments LLC seek a prosperous planet based on ethical behaviors. They 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.

Natural Investments LLC walk their talk and live their progressive passions. They volunteer in their communities. They donate 1% of their gross revenues (not profits) to important social justice and sustainability causes and organizations locally and globally, and their advisors are very active in public policy and in fostering regenerative economic development in the communities in which they live and work: Asheville, Boston, Charleston, Duluth, Hilo, Ithaca, Kona, Louisville, Maui, New York City, Paonia, Portland, Port Townsend, San Luis Obispo, and Sonoma County. And perhaps most important: they invest in the same ways that they suggest for you, so they bring special rigor to every decision.

What makes us a better company?

B Impact Report

Certified since: 

December 2007
Summary:

Company Score

Median Score*

Environment

Environment

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.

5
7
Workers

Workers

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.

18
Customers

Customers

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).

79
N/A
Community

Community

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.

38
17
Governance

Governance

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.

14
6
Overall B Score
136
55

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

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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

Miscellany: 

Blogs/Feeds

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