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James Frazier Email
Trust Steward & Financial Advisor specializing in Socially Responsible Investing (SRI) . Natural Investments PBLLC
Windsor, CA
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Welcome to Natural Investments! If you're looking for ways to make money while helping to fund solutions to the social and environmental challenges of our time, you've come to the right place.\n\nWe're committed to helping motivated investors create portfolios that reflect their own social priorities and concerns, generating healthy returns while cultivating opportunities to make a difference. One of the original B Corps in the world, Natural Investments is a Public Benefit LLC and the first financial company in the nation to be owned by a perpetual purpose trust. The firm manages just under $2 billion for 1300 clients nationwide.\n\nNatural Investments combines the expertise and experience of 21 financial advisors nationwide, many of whom are experts in comprehensive financial planning. We've been leaders in the field of socially responsible, sustainable, and impact investing for 40 years, and have written three seminal books on the field: Investing from the Heart (Crown, 1992), Investing With Your Values: Making Money and Making a Difference (Bloomberg, 1999), and The Resilient Investor: A Plan for Your Life, Not Just Your Money (Berrett-Koehler, 2015).\n\nWe're intimately familiar with all of the existing SRI stock and bond funds - and we have rated them using our proprietary Heart Rating, found on our website, since 1992. We are continually on the lookout for new investments that more closely align with our clients' values in the realms of racial and gender equity and ecological regeneration.Natural Investments PBLLC Address
Windsor, CA
United States