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 or click here to send us an email.
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About NI

Natural Investments is a national portfolio management firm, with offices in Paonia, Colorado, Kailua-Kona, Hawaii, Port Townsend, Washington, Portland, Oregon and in Windsor and San Luis Obispo, California. We're an innovative, client-focused company, with a high level of personal attention and individualized service. We combine our progressive passion with fiscal prudence, and through our affiliations with Charles Schwab & Co, Black Diamond Performance Reporting, and the Social Investment Forum, provide our clients with strong research and solid administration.

As an independent investment adviser registered with the SEC, we work on a fee-only basis. With no commissions and no allegiance to large financial services companies, we have no conflicts of interest; our interest is in giving you the best possible advice for your situation.

Natural Investments has been at the forefront of the socially responsible investment world for over 20 years. We literally wrote the book (or books) on socially responsible investing: Investing From the Heart in 1992 and Investing with your Values in 2000. For fifteen years, we've published the only rating system that monitors the social performance of mutual funds, the NI Social RatingSM .

We walk our talk and live our progressive passions. We volunteer in our communities. We donate a portion of our income to progressive non-profits. Our Colorado office is powered by wind energy and our Northern California and Hawaii offices by solar photovoltaic. And most important: we invest in the same ways that we suggest for you, so we bring special rigor to every decision.

We understand our client's values because we share them.

 
Hal Brill
halskifix.jpgIf you had to pick one word to describe Hal Brill's life path, then "trailblazing" would be a good choice. Hiking with him in his beloved Rocky Mountains, he is likely to lead you up a steep ridge to catch a view, or into a side canyon just to find out what's around the next bend.
Read more: Hal Brill
 
Christopher Peck
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Christopher has long history with natural investing, beginning as an investor in Working Assets mutual funds in 1987 while still in college. In 1998 he became an investment advisor, opening his own firm, Holistic Solutions, to teach classes in holistic financial planning and advise clients on all areas of sustainable personal finance. He joined Natural Investment Services in 2004 and in 2007, he, Hal and Michael joined forces as equal owners and managing directors in the re-named Natural Investments LLC.

Read more: Christopher Peck
 
Michael Kramer
Michael_new_144w_optMichael has demonstrated a lifelong commitment to personal and global sustainability. His efforts in the fields of social services,education, environment, economics, and planning reflect his holistic and creative capacity and his passion for creating positive change in the world.
Read more: Michael Kramer
 
Scott Secrest
scottb&wadjusted.jpgScott Secrest was born and raised in beautiful Colorado, which instilled in him a love for the fresh air and great outdoors. In 1987 Scott earned a bachelor's degree at the University of Colorado. It was here, educated by the progressive-minded, corduroy-clad professors of CU, that he became exposed to broader perspectives and the importance of considering the environmental and social results of our decisions and our ways of living.
Read more: Scott Secrest
 
James Frazier

jameswebphoto_opt.jpgSteeping in the majestic landscapes and progressive culture of the Pacific Northwest, it was easy for James to fall in love with nature and the sustainable lifestyles that help preserve it. Coupled with a degree in finance and 15 years of experience in the investment industry, he is passionate about putting his unique skills and insights to work for clients.

Read more: James Frazier
 
Malaika Maphalala
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Malaika Maphalala is passionate about effecting positive change for the earth and its human and natural communities.  Joining Natural Investments LLC is the current culmination of her life-long journey of contributing to the creation of a sustainable future.  For the past ten years, Malaika has shared her talents in non-profit administration and within community arts organizations in Hawaii.

Read more: Malaika Maphalala
 
Jack Brill
jack 2fix.jpgJack Brill left behind a thirty-year engineering career to enter SRI as a way to combine his passion for peace with investing. The last 17 years were as Director of Quality Assurance for the U.S. Navy's San Diego contracting office. Frustrated with daily moral compromises and excessive military buildup, he resigned that position in 1985.
Read more: Jack Brill
 


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Giving Back

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

The Heart Rating

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