Racial Equity & Justice Giving Natural Investments donates at least half of its annual charitable contributions towards racial equity and justice organizations, particularly those working on financial and economic issues. Annual Company Letter – Being the Change In the past seven years, Natural Investments successfully achieved gender parity and attained 24% advisors of color. Our […]
2024 Annual Impact Report Read More »
Our founder, Jack Brill, started as a socially responsible investment advisor in 1985. Jack and his son Hal ran a thriving, father-son business for 22 years, and when I joined Natural Investments in 2000, we became a firm. Manager Christopher Peck and I became co-owners in 2007 and one of the first B Corps in
2024 Annual Company Letter – Being the Change Read More »
Natural Investments donates at least half of its annual charitable contributions towards racial equity and justice organizations, particularly those working on financial and economic issues. In addition, our advisors donate a percentage of their gross revenue to charitable organizations. Many of our contributions are featured on our website: naturalinvestments.com/about/charitable-contributions/
2024 Racial Equity & Justice Giving Read More »
LocalCode Kansas City is a Black woman-owned, regenerative real estate development company based in the east side of Kansas City, Mo. The company, co-founded by Ajia Morris, an attorney, real estate developer, mother of four, and longtime resident of the east side’s urban core, was created to directly address the city’s intergenerational racial wealth inequality
Natural Investments recently converted its company ownership from six financial advisors to the Natural Investments Purpose Trust. That’s right, we’re now essentially owned by a purpose! Creating this trust over the past 18 months means that Natural Investments will continue to exist in perpetuityas an independent firm owned by an entity rather than individuals. Now
Natural Investments Becomes the First Perpetual Purpose Trust in Financial Services Read More »
Despite the market downturn in 2022, interest in sustainable investments continued to increase across the United Sates. At Natural Investments, the inflow of new clients starting their sustainable, responsible, impact (SRI) investing journey helped grow the firm to $1.18 billion assets under management. [1] The stewardship approach with client assets also reimagines the purpose of
2022 Sustainable & Responsible Impact Read More »
One of the most prevalent tools of colonialism has been the removal of land and natural resources from the hands of Indigenous peoples. This has led to the cultural, social, and spiritual disenfranchisement of Indigenous peoples and, as Native methods of land stewardship vanish, wide-ranging environmental effects are harming both Native and non-Native communities.
Native Land Taxes Reclaim Rights, Power, and the Environment Read More »
1. SBA FINALLY MEETS DEI The U.S. Small Business Administration’s 2021 report showed that only 18% of early-stage business loans went to women-owned firms, 8% to Hispanic-owned businesses, and 5% to Black-owned businesses. Pre-pandemic numbers were just as bad. Last month the SBA announced additional enhancements to Section 7(a) funding that should help improve its
In the News – Summer 2022 Read More »
Natural Investments remained active in advocacy efforts in the past year to bring about needed improvements to the economic system while fostering equity and justice for women and people of color. We continued to engage major corporations on their policies and practices, funneled more capital to traditionally marginalized populations and educated policymakers about appropriate oversight
2021 Shareholder Advocacy Review: The Winds at Our Back Read More »
Putting Non-Extractive Finance into Practice When investors hear the word “cooperative” it should immediately convey the idea of working together toward a common goal. Headquartered in New York City and working in communities across the country, Seed Commons is a cooperative, or democratically run financial organization, that is reimagining finance and lending. It uses non-extractive
Spotlight: Seed Commons Read More »
Copyright © 2024 Natural Investments PBLLC