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About NI About NI
| Natural Investments is a national portfolio management firm, with offices in Paonia, Colorado,Kailua-Kona, Hawaii, Port Townsend, Washington 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. | ||||||||||||||||||||||||||||||||||
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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.
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.
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.
Free Consultation
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.Giving Back
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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.Resources
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