Natural Investments

Natural Investments is a values‑focused advisory firm that provides financial planning and portfolio management primarily for individual clients — including high‑net‑worth households — as well as institutions and charitable entities. The firm manages roughly $2.05 billion through a team of 24 advisors and offers both discretionary asset management and project‑based or hourly financial planning.

The firm’s investment process centers on asset‑class diversification and a long‑term approach consistent with Modern Portfolio Theory, with portfolios built primarily from socially responsible mutual funds, ETFs, and separately managed accounts and supplemented by individual securities and community investment instruments. Client engagements begin with questionnaires and conversations to document financial goals, risk tolerance, and social or environmental restrictions, culminating in a signed Investment Policy Statement and quarterly model reviews led by an internal research function.

Natural Investments is structured and operated in ways that differ from many peers: ownership resides in a perpetual purpose trust and the firm is organized as a public‑benefit LLC governed by a Trust Stewardship Committee, and advisors may operate under separate DBAs while providing services through the firm. The brochure also discloses a few atypical practices for a multi‑team RIA — the firm publishes a free “Heart Rating” scoring SRI funds and explicitly uses client testimonials in advertising — and it offers access to multiple custody platforms and third‑party managers.