socially responsible investing

Centerpoint Investment Strategies

Socially Responsible/Impact Investing
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Centerpoint Investment Strategies is dedicated to serving wealth with conscious purpose and is committed to building "True Wealth" through conscious investing.

We accomplish this by engaging our clients to invest their money in ways that reflect their values, personally inspire them, and actualize their financial goals. In addition, they can expect to work with like-minded individuals committed to bringing about positive change on the planet.

Contact Information
Stuart Valentine
8005099096
Fairfield

Codding

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An investment holding company making strategic decisions with respect, trust and vision for the environment. One of it’s largest investments is Sonoma Mountain Village, a 200 acre, mixed-use, solar powered, zero waste community internationally recognized as the first One Planet Community in North America and one of the World’s Greenest Neighborhoods.

Contact Information
Tina Montgomery
707.795.3550
Rohnert Park

Natural Investments LLC

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Natural Investments LLC has been at the forefront of the socially responsible investment world for over 20 years. We literally wrote the book (books really) on socially responsible investing: Investing From the Heart in 1992 and Investing with your Values in 2000. For seventeen years, we've published the only rating system that monitors the social performance of mutual funds, the NI Social RatingSM .

Natural Investments is a national portfolio management firm, with six offices throughout the West. We're an innovative, client-focused company, with a high level of personal attention and individualized service. We combine our progressive passion with fiscal prudence.

As an independent investment adviser registered with the SEC, we work on a fee-only basis. With no commissions and no allegiance to large financial services companies, we have no conflicts of interest; our interest is in giving you the best possible advice for your situation.

We walk our talk and live our progressive passions. We volunteer in our communities. We donate a portion of our income to progressive non-profits. And most important: we invest in the same ways that we suggest for you, so we bring special rigor to every decision.

 

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