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Greg Pitts

Professional Focus

Greg Pitts is an investment advisor specializing in socially responsible, sustainable, impact investing.  He serves clients throughout the country from a home base in Ithaca, New York and an office in New York City.  He brings a wealth of prior experience, including research and development for the high-tech industry,  consulting for corporations and non-profits, followed by a more recent chapter of his life doing real estate development and green building.  Greg started his own financial advisory firm in 2008, and teamed up with Natural Investments, LLC in 2010. 
 
Investment Services
 
Greg provides investment management services to individuals, families, and small business, along with financial planning services for his investment clients.  Each investment portfolio is designed to meet individual client needs, drawing from a variety of tools and services:
  • Mutual fund based portfolios:  SRI, Green Economy and Fossil Fuel Free portfolios, across the risk spectrum from conservative to aggressive 
  • Separate account portfolios:  individual stocks and bonds with more targeted positions and value-based holdings 
  • Impact investing: investments with specific social goals as well as financial goals, investing in private and public opportunities 
  • Local investing:  working as an advocate for making local investments possible and practical.
How We Work
As a fee-only advisor, Greg is compensated solely by his clients, through:
  • Asset-Based Fees.  Fees for investment management services are based on a percentage of assets under management and vary depending on the total value of the client's accounts. 
  • Hourly Planning/Consulting Fees. For investment clients, financial planning services are project oriented, with fees determined by an estimate of hours required. Planning fees are discounted for investment clients.
Disclaimer
Greg Pitts is an Investment Advisor Representative of Natural Investments LLC. He can be reached at gpitts@naturalinvestments.com. Greg Pitts subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisor representative of First Affirmative. 

First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).