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Financial Svcs. (Non-bank & Insurance)
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,...
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
Annual fee based on the assets under management, typically a percentage. Hourly and retainer financial planning also available
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