A complete list of active advisors currently associated with Living Earth Investments, LLC

Warmer can help you find a great advisor at Living Earth Investments, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Living Earth Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Aaron Rivers	Bend, OR	18

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