Natural Investments LLC currently
provides a diverse array of consulting and management services for
several types of institutional investors: businesses, not-for profit
organizations, charitable foundations, and family offices. We also
serve as subadvisor for a life insurance product sold through
Prudential for accredited investors.
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Private Placement Life Insurance
The McCabe Natural Investments SRI Insurance Fund is the first socially responsible private placement life insurance product in the United States. Offered through Prudential to accredited investors, this tax-free, non-registered life insurance policy invests the cash premiums in socially responsible investments selected in part by Natural Investments LLC. |
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Foundations and Family Offices |
Family Offices
We currently support family offices with the transition to values-based investments. We help family members individually and collectively clarify an Investment Social Policy which reflects individual social priorities and common ideals. We can directly manage assets using separate account managers, social venture and private equity firms, and community development financial institutions, or work as ongoing consultants to make recommendations in all asset classes to investment professionals already working with these families. |
Businesses
Through our affiliation with Social(k), we can provide socially responsible 401(k) plans to companies large and small. Employees can use our time-tested model portfolios ranging from conservative to aggressive investment approaches within an easy, web-based Expert Plan platform. We may be able to provide periodic employee orientations to help employees set up their accounts, while the retirement plan assets are easily managed by both employers and employees via state-of-the-art technology. |
Non-profits, Foundations, and Universities
Because our advisors have previously worked in the non-profit sector and continue to support this important social and environmental work through volunteerism and donating 1% of our company gross revenues to these causes, we have a special interest in helping to align these organizations' missions with their money. We currently work with local and national non-profits and foundations, and can help any mission-based institution to integrate socially responsible investments as a component of its commitment to fiduciary responsibility. We assist in the development of an Investment Social Policy, can select and supervise separate account managers, and consult with Boards of Directors and their Investment Committees and existing advisors and managers on socially responsible investment options in all asset classes. |
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Institutional
