James Frazier - CFP, Natural Investments, LLC

I build innovative portfolios for positive impact and sustainability, focused on achieving the long-term goals of clients nationwide. 20+ years in the investment industry. James recognizes that the current investing environment is unique in our lifetimes and calls for unconventional thinking. He believes our economy is pushing the limits of both financial and natural resources, and investors have an important role to play in creating solutions. As a Certified Financial Planner, he helps clients, including individuals, families, and institutions, build innovative portfolios that meet their financial goals, control risk, and have a positive, focused impact on society and the environment. Natural Investments is a national portfolio management firm “ an innovative, client-focused company, with a high level of personal attention and individualized service. NI has offices in the following locations: Paonia, Colorado; Kailua-Kona, Hawaii; Windsor, California; San Luis Obispo, California; Port Townsend, Washington; Portland, Oregon; Louisville, Kentucky; Charleston, South Carolina; Ithaca, New York; Maui, Hawaii; and Hilo, Hawaii. We combine our progressive passion with fiscal prudence, and through affiliations with Charles Schwab & Co, Black Diamond Performance Reporting, and US SIF: The Forum for Sustainable and Responsible Investment, provide our clients with strong research and solid administration. As an independent investment adviser registered with the SEC, we work on a fee-only basis. With no commissions and no allegiance to large financial services companies, we have no conflicts of interest; our interest is in giving you the best possible advice for your situation.