Living Earth Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,000,000
Total clients
70
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
70
Average account size
$228,571
About
Living Earth Investments serves individuals, trusts, foundations, and businesses by providing discretionary portfolio management tailored to each client’s financial needs and ethical preferences. Client assets are custodied at Altruist, Shareholder Service Group (SSG), and Interactive Brokers, and clients receive statements directly from those custodians.
The firm builds portfolios of sustainable investments screened for environmental and ethical considerations and evaluates potential impacts to people and the planet alongside traditional valuation metrics. Investment selection incorporates statistics such as price/book, price/earnings, and dividend yield, positions are monitored continuously, and accounts are reviewed at least quarterly.
Founded in 2008 by Aaron Rivers, who has prior experience in community bank investing, equity research, and fixed income trading at McAdams Wright Ragen, Wedbush Morgan Securities, and U.S. Bancorp, the firm pairs that background with values-driven investment analysis. Living Earth accepts authority to vote client securities with a focus on promoting sustainable business practices and long-term shareholder value, discloses any personal trading by the advisor in advance, and reports no soft-dollar arrangements or affiliations with its custodians.
Client services
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Fee options
Up to 1.50% annually; billed quarterly up to 0.375% per quarter
Main office location
Living Earth Investments, LLC
Bend OR, United States
Number of offices
1
Most active in
Living Earth Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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