Windsor, CA Office
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Natural Investments
Team
Firm-wide stats for Natural Investments
About
Natural Investments is a values‑focused advisory firm that provides financial planning and portfolio management primarily for individual clients — including high‑net‑worth households — as well as institutions and charitable entities. The firm manages roughly $2.05 billion through a team of 24 advisors and offers both discretionary asset management and project‑based or hourly financial planning.
The firm’s investment process centers on asset‑class diversification and a long‑term approach consistent with Modern Portfolio Theory, with portfolios built primarily from socially responsible mutual funds, ETFs, and separately managed accounts and supplemented by individual securities and community investment instruments. Client engagements begin with questionnaires and conversations to document financial goals, risk tolerance, and social or environmental restrictions, culminating in a signed Investment Policy Statement and quarterly model reviews led by an internal research function.
Natural Investments is structured and operated in ways that differ from many peers: ownership resides in a perpetual purpose trust and the firm is organized as a public‑benefit LLC governed by a Trust Stewardship Committee, and advisors may operate under separate DBAs while providing services through the firm. The brochure also discloses a few atypical practices for a multi‑team RIA — the firm publishes a free “Heart Rating” scoring SRI funds and explicitly uses client testimonials in advertising — and it offers access to multiple custody platforms and third‑party managers.
Based on Natural Investments
Expertise
Based on Natural Investments
Demographic focus
Based on Natural Investments
Location
Windsor CA
Advisors at this office
3
Advisors at this office
Christopher P
Series 65
Windsor, CA
Natural Investments
Christopher Peck is a financial advisor at Natural Investments with 20 years of industry experience. He holds a Series 65 designation and has been with Natural Investment Services, Inc. since 2003. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, institutions, and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and community investments, managing approximately $2.05 billion through a team of 24 advisors.
Carrie V
Series 65
Windsor, CA
Natural Investments
Carrie Vanwinkle is a financial advisor at Natural Investments with 14 years of experience. She holds a Series 65 designation and has worked at Natural Investments since 2012. Outside of advising, Carrie owns and operates Fleur-De-Bee Beekeeping, where she provides education and consulting focused on supporting a healthy honeybee population. Natural Investments is a values-focused firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and socially responsible investing, managing approximately $2.05 billion across a team of 24 advisors.
Tiffany B
Series 65
Windsor, CA
Natural Investments
Tiffany Brown is a financial advisor at Natural Investments with nine years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018. Prior to that, she was with Reynders, McVeigh Capital Management from 2016 to 2018. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and community investment instruments.
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