I specialize in helping people and organizations earn competitive returns while aligning their investments with their values using socially responsible and impact investing strategies
- CERTIFIED FINANCIAL PLANNER® with more than 17 years of experience advising clients
- Accredited Investment Fiduciary® committed to serving the best interests of investors
- MBA in Sustainable Business from Bainbridge Graduate Institute
- Partner in the Regenerative Wealth Management Group
- Trust Steward at Natural Investments PBLLC
- Board President, One Roof Community Housing in Duluth, MN
- Treasurer, Whole Foods Co-Op in Duluth, MN (2018-2022)
Services | Socially responsible and impact investment portfolio management ($2,000,000 minimum investable assets) | Financial planning and consulting.
Location | Offices in Washington State and Minnesota – serving investors nationwide
Phone | (206) 782-1205
Professional & Academic Experience
I am a CERTIFIED FINANCIAL PLANNER® with more than 17 years of experience advising clients.
I hold the Accredited Investment Fiduciary® credential awarded by the Center for Fiduciary Studies. This credential demonstrates my steadfast commitment to serving the best interests of investors.
In 2010, I earned a Master of Business Administration in Sustainable Business from Bainbridge Graduate Institute.. While attending business school I developed an innovative business plan for a sustainable creamery, served as co-chair of the school’s Diversity and Social Justice Committee, completed a one-year project with the city of Corvallis, Oregon implementing a carbon footprint reduction program, and designed a change management plan focused on gender equity within the Entrepreneurship course series.
Local Community Involvement
I’m passionate about helping grow the socially responsible and impact investing movement, particularly through community investing and cooperative business models.
I serve as Board President of One Roof Community Housing, a nonprofit based in Duluth, MN, committed to providing housing services and building and sustaining affordable homes and healthy neighborhoods. I previously served as Treasurer of Whole Foods Co-op in Duluth (2018–2022).
My spouse Kelsey, son Revel, and I enjoy getting outdoors in all four seasons whether cross-country skiing, bicycling, gardening or hiking.
Portfolio Management Utilizing Socially Responsible Investing Strategies
My colleagues and I at Natural Investments specialize in socially responsible investing strategies, including:
- Environmental, social, and governance (ESG) performance factors: Hundreds of key data points are evaluated by our managers and analysts and integrated into the investment decision-making process.
- Community investing: Notes, bonds, or funds that help people regain socio-economic self-empowerment, support fair trade, and micro-lending.
- Shareowner advocacy: Engagement with companies to improve their ESG practices to manage risk, highlight opportunities and possibly improve performance. Strategies include dialogue with company management, shareholder resolutions, and proxy voting.
- Impact Investing: Public and private market investments focused on themes including regenerative agriculture, renewable energy, and alternative ownership structures. Examples include private debt and equity funds converting conventional farmland to organic and regenerative practices, which repair soil, sequester carbon, and secure long-term land access for a new generation of farmers; funds investing in triple- and quadruple-bottom-line companies; renewable energy facilities; and loan funds supporting cooperative businesses.
In-depth investment strategies move environmental, social, and governance (ESG) priorities forward while delivering competitive financial results.
Contact us today to discuss your goals and priorities and get started aligning your investments with your values.
RyanJones-Casey[ a t ]NaturalInvestments[ d o t ]com