
Grounded in socially responsible investing, our specialized team of five seasoned advisors supports mission-driven ultra-high net worth individuals, families, and institutions who want to use their wealth as a tool to transform society and economic systems using humane, restorative, and ecological principles as their guide.
Services | Investment & Wealth Management with a minimum of $10 million for individuals & families and $25 million for institutions
Locations | Serving clients nationwide
Our five-person team works together collaboratively to support the full spectrum of our client needs. We provide customized, innovative portfolio design and management alongside specialized wealth management services to address all of the complex challenges of wealth.
Investment Philosophy and Style
Our work centers Regenerative Investing, which we define as directly supporting the regenerative capacity of communities and ecosystems. On the community level, this means addressing poverty, racial justice, cooperative approaches to business and sustainable community development. Within ecosystems, examples include climate-friendly investments that support soil health, regenerative agriculture, biodiversity, forest protection, clean energy and conservation.
Ultimately, it’s about supporting and developing viable economic models that can displace the extractive systems that drive wealth inequality and harm our environment.
OUR SERVICES
Portfolio Design & Management
- Development and management of customized, diversified, values-aligned portfolios using innovative public and private equity and debt instruments across all asset classes
- Development and implementation of custom impact strategies
- Inclusion of Community, Impact & Regenerative Investments across portfolios with a focus on Racial & Social Justice, Cooperatives, Gender Equity, and Healthy Ecosystems
- Sourcing, due diligence, implementation, and annual monitoring of suitable private impact investment opportunities
- Tax-efficient portfolio transitions and management including coordination with outside accountants
- Client portal with portfolio analysis tools, quarterly financial reports and annual impact reports
Financial & Estate Planning
- Financial planning across the lifecycle of wealth: accumulation, preservation, and distribution
- Planning for major life, family, and career changes through lifetime & intergenerational financial needs and goals assessments
- Tax management planning, charitable giving strategies, and donor advised funds
- Guidance and planning for trusts, foundations, estate transfers, and wealth redistribution strategies in coordination with outside consultants and attorneys
- Insurance policy reviews and recommendations
Family Dynamics Related to Wealth
- Support in addressing family dynamics and navigating the challenges of intergenerational wealth
- Multi-generational financial and wealth stewardship education for family members
- Facilitation of family meetings/retreats
Institutional Investor Services
- Our institutional services are for foundations, endowments, non-profits, family offices, and other entities.
- Integration of socially responsible and impact investments across all asset classes within the parameters of fiduciary duty and in accordance with the organization’s goals, values, and theory of change
- Portfolio construction designed to provide income and cash flow, assure appropriate liquidity, and support long term appreciation as needed
- Serve in advisory capacity to Boards of Directors, Trustees, and Finance or Investment Committees, including providing guidance for developing organization Investment Policy Statements and establishing best practices within internal structure and decision-making bodies for investment oversight
- Board/Investment Committee education around impact, shareholder advocacy, and socially responsible investing themes
About the Regenerative Wealth Management Group
- We currently manage over $500 million in client assets and have a combined 65 years of experience as advisors in our field
- Our team members hold Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Certified Financial Transitionist® designations
- All team members serve in leadership roles for our firm as Trust Stewards for the Natural Investments Purpose Trust
- We are active in our communities and serve across multiple boards and industry committees:
- Impact Assets IA 50 Review Committee since 2020
- New Summit Impact Funds’ Limited Partners Advisory Council (LPAC)
- Advisor partner for Croatan Institute’s Racial Equity Economics Finance Sustainability training for non-profit organizations
- Advisory board members for East Bay Community Foundation and Envest Microfinance Cooperative
- Board members for Lamalama Ka Ulu (Hawaii) and One Roof Community Housing (Duluth, MN)
- Founder of Local Investing Resource Center and co-founder of Slow Money Kentucky
Our Team
Learn more about our advisors here:
About Natural Investments
Natural Investments PBLLC is a nationwide SEC-registered investment advisory firm that has been at the forefront of the socially responsible investment world for almost four decades, advancing regenerative investing that improves life for others and for our Earth. We are an innovative client-focused company, providing a high level of personal attention and customized service.
- We are a Public Benefit Corporation and the first financial firm in the country to transition its ownership structure to a Perpetual Purpose Trust
- Fee-only advisory firm whose founder started in 1985, now with 23 advisors across 9 states managing $2 billion in client assets
- Recognized as a leader in the Socially Responsible Investment field
- A Founding B Corps Member since 2007, and awarded “Best for the World” multiple years
- Since 1992, NI has published the the Heart Rating, the first and most comprehensive rating system that monitors the ESG performance of US mutual funds and ETFs.
- Fiduciaries with functioning ethics: no formal complaints and multiple best practices. Learn more at our SEC registration.
- Find the Natural Investments Code of Ethics, Privacy Policy, Form CRS, and the NI Disclosure Brochure here.
We would love to hear from you to discuss how we might work together. Please reach out using the link below!