Michael Kramer

Since 2000, I've been an Investment Advisor with Natural Investments who exclusively manages portfolios of sustainable, responsible and impact investments. Natural Investments' 23 advisors across 10 states manage over $2.3 billion for individuals, families, non-profits, family offices, foundations,...

The founders need an exit and it was too expensive for younger folks to buy shares. We wanted a more diverse leadership team, share profit equally, and enable anyone to help steward the company. The perpetual purpose trust facilitated all these goals.

Comprehensive portfolio management for individuals, families, non-profits, and foundations. We charge an annual advisory management fee; additional...