SRI Leadership Natural Investments is an established, B Corp and public benefit LLC with a long track record in socially responsible investing, presenting a trusted partner for clients seeking values-aligned portfolios and impact measurements.

AUM & Reach With nearly $2 billion under management and a nationwide client base, there is a broad market opportunity for expanded service offerings, higher-value advisory engagements, and scalable asset deployment across both existing and new client segments.

Impact Focus Strong emphasis on racial and gender equity and ecological regeneration through proprietary Heart Rating and ongoing search for investments aligning with client values signals prospects for ESG data services, impact reporting enhancements, and customized screening tools.

Strategic Partnerships Recent activity in sustainable ETFs and high-profile stakes in traditional sustainable assets indicates openness to strategic collaborations, fund innovations, and co-managed products with asset managers or ETF issuers.

Growth Signals Leadership in DEI-informed investing and the Awake to Woke to Work framework highlights a culture of progressive Workplace Diversity initiatives, suggesting opportunities for organizational development services, DEI training partnerships, and employee engagement solutions that resonate with client portfolios.