Living Earth Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Living Earth Investments provides discretionary portfolio management for individuals, trusts, foundations and businesses, tailoring portfolios to each client’s needs. The firm constructs portfolios of sustainable investments screened for environmental and ethical considerations to align clients’ financial and values-based objectives.
Investment selection combines traditional valuation metrics—such as price/book, price/earnings and dividend yield—with a review of potential impacts to people and the planet, and all positions are monitored continuously. Accounts are reviewed at least quarterly, clients receive ongoing market commentary, and the firm notifies clients about risks associated with individual securities.
Notable features include an explicit proxy-voting approach that prioritizes promoting sustainable business practices and long-term shareholder value, and a personal trading policy that discloses advisor-held securities in advance and permits clients to liquidate ahead of any advisor sales. The firm custodys client assets at Shareholder Services Group and Altruist, reports no soft-dollar arrangements, and was founded in 2008 with a principal who previously worked in community bank investing and equity research.
Client services
Expertise
Fee options
Up to 1.50% annually; billed quarterly up to 0.375% per quarter
Main office
Bend OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
3 Advisor · Aaron Rivers · Living Earth Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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