Eric Smith, CFP, AIF
Certified Financial Planner™, Accredited Investment
Senior Wealth Officer
Natural Investments, LLC
Sustainable and responsible investing services since 1986.
Professional Focus and Services
Individuals, families, foundations, and endowments enjoy
state-of-the-art sustainable and responsible investment management
services through Eric Smith and his colleagues at Natural
Investments. Since 1986, Eric's office has specialized in serving
investors who wish to obtain competitive returns while advancing a
better world for all.
Client services are diligently
coordinated with a competent team of professionals including money
managers, proxy vote services, shareholder advocacy specialists,
charitable giving account services, community investing management,
insurance consultants, tax advisers, and estate planning
Recent academic and
institutional studies show that by integrating sustainability,
responsibility, and transparency criteria, prudent investors can
gain an advantage managing diversified portfolios. The strategies
coordinated for clients include the following:
environmental, social, and governance criteria along with
traditional financial investment management. These time-tested,
long-term strategies can support a better investment
advocacy activities which aim to address human rights abuses,
climate crisis, and other challenges of the day.
- Proxy voting
policies and services that support sensible environmental, social,
and governance shareholder resolutions.
- Allocating a
portion of portfolios to community investment notes funding
microfinance, affordable housing, small business, fair trade, and
Our services are ideal for investors who wish to delegate
these tasks to an experienced provider offering a financially sound
- Live and act according to your
deeply held values.
- Remember the natural world and
learn from it.
- Embrace interconnectedness,
interdependence, and social responsibility.
- Support a peaceful fair economy
that values and respects all peoples and ecological processes.
Champion human rights through tolerance, diversity, and
- Protect and participate in
political and economic democracy.
Since the campaign's inception, Mr. Smith has been a Social
Investment Forum "Community Investing Achiever" (more than 1% of
client assets in community investments). MMA Praxis Mutual Funds
recognized him as a "Stewardship Investing Star." Calvert
Foundation recognized Mr. Smith's work with the 2004 "Advisor of
the Year" award for community investing, and First Affirmative
Financial Network consistently awards his office for "outstanding
service to socially conscious investors."
Mr. Smith is an investment
advisory representative with Natural Investments, LLC. Through his
affiliation with NI, Eric coordinates client services and access to
investment management platforms including First Affirmative
Financial Network, LLC. Eric has been a member of First
Affirmative's Advisory Committee and is a minority (less than 5%)
owner. He maintains custodial affiliations with Schwab
Institutional and FOLIO for client accounts. Professional
memberships include US SIF (Social Investment Forum) (since 1986),
Green America Business Network, and the Financial Planning
Education and Experience
Managing a successful
financial services practice continuously since 1986, Mr. Smith has
specialized in helping individuals, families, and institutions
participate in the sustainable investing movement. He is a
CERTIFIED FINANCIAL PLANNER® certificant and holds the ACCREDITED
INVESTMENT FIDUCIARY ® designation. Eric earned a Bachelor of
Science in Business Administration from California State University
Dominguez Hills in 1982. Before entering the financial services
field he worked as an independent accounting auditor for six
Mr. Smith supports and
volunteers for urban bicycling issues, urban organic gardening,
sustainability programs, progressive politics, media, and social
change arts. He served for a three-year term on the board of
directors as treasurer of a community foundation that supports
activist, community-based organizations working for social,
economic, and environmental justice across the Northwest. In
addition, he teaches classes, speaks on sustainable and responsible
investing, and sponsors the various programs of the Social
Investment Forum Foundation.
When I began serving
sustainability-minded and socially responsible investors in 1986,
colleagues told me that it was a silly idea. They said, "Your
clients are going to lose money, they'll earn less, it's
ridiculous." Well, I stayed with my vision and let those people all
do whatever it was they were doing. Now we see investors of all
kinds and even some in the financial services world coming around.
Will you join us?
We each now face the difficult
decision between the old easy way out…or a wiser, sustainable and
Investment advisory services through Natural Investments, LLC.
Eric Smith subscribes to a package of professional services offered
by First Affirmative Financial Network, LLC. He is not an
investment advisor representative of First Affirmative Financial
Network. First Affirmative Financial Network is an independent
Registered Investment Advisor (SEC File #801-56587). First
Affirmative is not an affiliate or subsidiary of Natural
The credentials CFP® and AIF® listed above bear trademarks.