Natural Investments
Financial Svcs Non Bank And Insurance
About
Industry: Investment Management
Natural Investments has been exclusively dedicated to sustainable, responsible, and impact investing since its founder launched his practice in 1985. The firm's 23 advisors across 10 states manage portfolios totaling $2 billion for 1500 individuals, families,...
Why EO
To preserve company culture
To facilitate democratically-elected leadership
To provide leadership opportunities for younger and more diverse team members without their incurring debt
To provide for equal profit-sharing
To provide an elegant succession plan for former partners
Services and Fees
Annual fee based on the assets under management, typically a percentage. Hourly and retainer financial planning also available
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Organization type
- Business
- Other
Services Offered
- Capital Provider
- Impact Investor
- Governance
- Certified B Corp & Public Benefits Corp
- Legal
- Estate and Tax Planning
- Ownership Culture
- Financial Literacy
- Transition
- EOT
Details
- Location
- San Francisco, CA, USA
- Founding year
- 1985
- Ownership type
- Employee Ownership Trust (EOT)
- Industry sector
- Financial Svcs Non Bank And Insurance
- EO year
- 2023
- Funding source
- Services Or Membership Fees
- NAICS code & title
- 52394 | Portfolio Management and Investment Advice
- Number of employees
- 23
Contact
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Associated people
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