Natural Investments PBLLC Email Format

Investment ManagementCalifornia, United States11-50 Employees

Natural Investments PBLLC is an investment management firm based in Windsor, California, focused on aligning client portfolios with social and environmental priorities. It operates in the socially responsible, sustainable, and impact investing space, aiming to generate solid returns while advancing solutions to societal challenges. The firm serves a nationwide client base through a team of financial advisors providing comprehensive financial planning and investment management.

With a 40-year history, it identifies as one of the original B Corps and operates as a Public Benefit LLC owned by a perpetual purpose trust. It uses a proprietary Heart Rating to evaluate existing SRI funds and concentrates investments on racial and gender equity and ecological regeneration, while also having introduced the Awake to Woke to Work framework in 2021 to address race equity in its culture.

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