Natural Investments

Overview

Natural Investments is an independent registered investment adviser organized as a limited liability company that has been operating since 2005. The firm serves both individual and family clients as well as institutional investors, positioning itself as a capital allocator that mixes in-house portfolio management with selection of third‑party managers. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm is an active ESG investor and integrates environmental, social and governance considerations into its investment process. That ESG focus sits alongside a traditional allocation to public mutual funds and ETFs, and a willingness to access private market strategies through external fund managers. Fee arrangements include percentage‑of‑AUM billing as well as hourly and other fee structures, which supports both ongoing advisory relationships and project‑based planning work. Natural Investments emphasizes manager selection and implementation: it acts as a conduit to external alternative managers while also running discretionary portfolios for clients. That approach is reflected in a heavy tilt toward discretionary assets and a custodial relationship concentrated at Charles Schwab & Co., Inc.

Assets & Accounts

Investments & Alternatives

Location & Offices