Natural Investments is a national portfolio management firm with offices in the following locations: Paonia, Colorado; Kailua-Kona, Hawaii; Windsor, California; San Luis Obispo, California; Port Townsend, Washington; Portland, Oregon; Louisville, Kentucky; Charleston, South Carolina; Ithaca, New York; Maui, Hawaii; Hilo, Hawaii; and Newton, Massachusetts. 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
If 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.
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.
Michael 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.
Scott 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.
In the wild and abundant lands around the Pacific Ocean, James Frazier has always felt a strong sense of belonging. Born in California, he now lives with his family in Hawaii and the Pacific Northwest. The majestic landscapes and progressive cultures of the Pacific have made it easy for James to fall in love with nature and the sustainable lifestyles that help preserve it. With a degree in finance and over 17 years of experience in the investment industry, he is passionate about putting his unique skills and insights to work for clients.
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.
Do you want to see your money invested in socially valuable ways that reflect what’s important to you? Greg loves helping people connect their values to their money life. He’s a problem solver and a good listener, who can help you clarify your life, social, and financial goals and create a comprehensive fiscal plan that lets you gain control over your future.
Jack 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.
Andy R. Loving is widely recognized among his fellow financial advisors as one of the nation’s leading experts in community investing. He has won multiple awards for the many ways he helps clients put capital into financial institutions that serve poor people, both domestically and around the world. Andy has been a lifelong social activist, working on behalf of poor people and communities and organizing middle-class U.S. Americans to work for justice through their finances. It has been observed that “Andy looks at money and imagines ways to create justice.”
Susan K. Taylor joined Natural Investments, LLC, in January 2011. Susan is part of the team at Just Money Advisors, Inc., a Louisville, KY, financial planning firm that specializes in socially responsible and community investing, working with her husband, Andy Loving. Susan writes about issues of money and spirituality, publishing in such magazines as Sojourners and Presbyterians Today, and writes regularly for Faith and Money Network, a Washington, DC, nonprofit organization. She has led workshops for parents, helping them teach their children to deal with money in ways that acknowledge their values and foster personal integrity. She also works with groups of children and high school students around questions of finance, faith, and the vital role of economic justice in creating and sustaining peace.
Financial planning and investment management were not Greg’s first career, nor even his second. He brings a wealth of prior experience, including consulting for high-tech corporations and in the non-profit world, followed by a more recent chapter of his life doing real estate development and green building.
Brady Quirk-Garvan has been committed to transforming the world into a more equitable and just place since a young age. Growing up in a household that regularly talked about – and practiced – socially responsible investing, financial planning, and community investing, it’s no surprise that he ended up being drawn to work with the team at Natural Investments.