Nicole Middleton Holloway

On Oct. 2-3 last fall, at The Assembly of Black Possibilities, a two-day convening in Boston, I ran a workshop with Tiffany Brown of NI and Chordata Capital called “Money Talks: Aligning Your Values with Investment Choices.” We had the opportunity to share our core values, engage in “real talk” about the opportunities and limitations […]

As a firm, Natural Investments has long provided portfolio management and financial planning services to institutional clients across the country. By the end of December 2022, there were 27 nonprofit and foundation clients with about $90 million in assets under management firmwide. In this article, we want to share a case study about a nonprofit