OUR OFFERINGS

 

ANNUAL COHORT This 9-month program moves financial advising relationships out of isolation into community by bringing together 5-10 people with inherited wealth to decode their investments, reflect on their history, transform financial patterns and work with innovative financial activists to experiment with emergent investment strategies.

 

INVESTMENT ADVISING  We work with thoughtful individuals with inherited wealth and a radical spirit.  Our approach balances present and future needs with a desire to address the extractive history of wealth accumulation through investment portfolios that center racial, economic and gender justice.

 

HOW WE ARE DIFFERENT

  • We have deep, ongoing relationships with leaders in the solidarity economy movement

  • We facilitate direct investments into local economies that focus on racial, economic and gender justice

  • We use an integrated capital approach, allowing clients to integrate their giving, investing, and activism to resource the communities and projects they love

  • We each bring over a decade of work in movements for racial and economic justice, and use a social justice lens to evaluate financial vehicles

  • We prioritize a collective rather than individual approach, knowing that we’re stronger together      

  • We have extensive experience working with people with wealth to transform patterns around guilt and shame in service of mobilizing resources for our collective liberation  

Kate Poole and Tiffany Brown, the principals of Chordata Capital, are investment advisory representatives of Natural Investments LLCNatural Investments is an independent Registered Investment Advisor firm. Chordata Capital is not a registered entity and is not an affiliate or subsidiary of Natural Investments.

Kate Poole and Tiffany Brown, the principals of Chordata Capital, are investment advisory representatives of Natural Investments LLCNatural Investments is an independent Registered Investment Advisor firm. Chordata Capital is not a registered entity and is not an affiliate or subsidiary of Natural Investments.

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