Living Earth Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,200,000
Clients
70
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
Very HighAverage account size
$231,429
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
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Wealth management
Fee options
Up to 1.50% annually; billed quarterly up to 0.375% per quarter
Main office location
Living Earth Investments, LLC
Bend OR, United States
Number of offices
1
Most active in
Living Earth Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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