Natural Investing

Socially responsible financial planning.

 
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Contact Us

Please contact us for a free consultation to see how we can help you create a personalized portfolio that supports a just and sustainable society.

Call us at 1-800-793-7512, click here to send us an email, or click below to reach one of our offices directly.

California

Hawaii

 

 

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Welcome to Natural Investments

 

Welcome to Natural Investments! If you're looking for ways to make money while helping to fund solutions to the social and environmental challenges of our time, you've come to the right place.

We're committed to helping motivated investors create portfolios that reflect their own social priorities and concerns, generating healthy returns while cultivating opportunities to make a difference.

Natural Investments combines the expertise and experience of twelve financial advisors, each of whom is walking the talk in their own personal lives, active in their communities and using sustainable technologies in their homes.

We've been leaders in the field of values-based investing for over 20 years, and wrote two of the leading books on the topic, Investing from the Heart (1992) and Investing With Your Values: Making Money and Making a Difference (2000).

We're intimately familiar with all of the existing SRI stock and bond funds as well as many individual companies and community investments of special interest, and are continually on the lookout for new investments that more closely align with our clients' individual values.  In response to diverse investor interests, we maintain several types of model portfolios, including some that place greater emphasis on the green economy, and a fossil fuel free portfolio for investors who specifically wish to avoid oil, gas, and coal industries.

It’s Your Money – With It, You Can Make a Difference

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Giving Back

We donate 1% of our sales to nonprofit organizations, including:

The Heart Rating

How do you measure if an investment is socially responsible? Consult our Heart Rating.

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