We’re Rebels With a Cause, says Financial Advisor mag

We’re psyched that this month’s Financial Advisor magazine includes a feature on our company, Natural Investments, under the title Rebels With a Cause.  It provides a solid overview of what we do and why we do it.  The author spoke with Michael and Christopher, along with two of our long-time NI colleagues, Susan Taylor and Scott Secrest, about the expansion of the company over the past couple of decades.  As Michael explained, “We get approached periodically (by advisors who would like to join the company) and we’re very selective because we want to make sure it’s the right fit with our very small company. The people we bring on really have to walk their talk and not just see this as business. We want people where this is really core to who they are because clients want us to be leaders in social and environmental change. ”

And Susan expressed our core purpose very well here:

We’re in this industry where standard Wall Street thought has, in my opinion, defined capitalism in an extreme way. And we have lots of clients who are longtime activists and social critics who question whether they should even be in the stock market. We live between those two perspectives.

I think extreme capitalism, where profit is the only thing that matters, isn’t the way capitalism was intended. Our planet and social structure can’t survive with that version of capitalism. That’s not sustainable in the long run on a social or mental health model, or any way you look at it. How do we take what works with capitalism and make it better, and make sure human and environmental health have a priority that supersedes profits? Yes, profits matter, but it can’t matter exclusively.

Enjoy the whole article here.


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