Natural Investments

Overview

Natural Investments is a private investment firm specializing in sustainable and impact-focused investment strategies. The firm offers advisory and wealth management services, managing over $1 billion in assets. Their approach integrates clients' values with financial goals through fee-only sustainable, responsible impact investment management, including SRI, green economy, and fossil-fuel-free portfolios. Offices are located in Ithaca and New York City. The firm's investment strategy focuses on various asset classes, including ESG and impact investing, fixed income, private equity, real estate, and venture capital. They engage in multiple investment stages, such as early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. Geographically, their focus is primarily within the United States, spanning a diverse range of industries, including technology, healthcare, real estate, financial services, energy, consumer goods, education, agriculture, transportation, media, telecommunications, utilities, materials, industrials, and consumer services. Natural Investments has a track record of promoting thought and industry leadership through podcasts, webinars, and books focused on socially responsible investing. They have published influential works like 'The Resilient Investor,' 'Investing With Your Values,' and 'Investing From the Heart.' Their philosophy emphasizes aligning financial strategies with personal and social values, aiming to build a just and regenerative economy. Investment requirements vary by advisor, with minimums ranging from $50,000 to $5 million, depending on the advisor's location and specialization. For instance, advisors in California may have a minimum investment requirement of $500,000, while those in New York may have a minimum of $50,000. Prospective clients are encouraged to contact the firm directly to discuss specific investment opportunities and requirements. Natural Investments' commitment to sustainable and impact-focused investing is evident in their diverse portfolio and comprehensive services, catering to individuals, families, organizations, and foundations seeking to align their financial investments with their values.