Organization
Natural Investments
San Francisco, CACDFI
About
Industry: Investment Management
Natural Investments has been exclusively dedicated to sustainable, responsible, and impact investing since its founder launched his practice in 1985. The firm's 23 advisors across 10 states manage portfolios totaling $2 billion for 1500 individuals, families, nonprofit organizations, businesses, family offices, and foundations. On of the original B Corps in 2007, the firm has written three books on the field: Investing from the Heart (1992), Investing With Your Values (1999) and The Resilient Investor (2015). The Heart Rating, found on its website, has rated socially responsible funds on the breadth and depth of their selection criteria sine 1992.
Services
- Impact Investor
- Certified B Corp & Public Benefits Corp
- Estate and Tax Planning
- Financial Literacy
- EOT
CDFIAlternative Ownership EnterpriseDiversificationSteward OwnershipImpact InvestingPrivate EquityB Corp