About

The Local Investing Resource Center is a nonprofit educational and advocacy project that was founded in 2012 by James Frazier.  With the mission of expanding local investment into small businesses and nonprofits nationwide, we support investors, for- and non-profit entrepreneurs, and community leaders by providing free step-by-step guides to all aspects of local investing, tools to facilitate sharing of information among practitioners, and inspiring local investing news and interviews.  Our team also speaks publicly and gives interviews on local investing issues.

The Local Investing Resource Center is a fiscally sponsored project of the Center for Transformative Action (CTA).  CTA, an educational 501(c)3 nonprofit organization, is legally and financially responsible for all our project activities.

Quick Reference:Our TeamContributorsFounding SponsorsAdvisory BoardFounding Members & Supporters

 

Our Team:

James FrazierJames Frazier is the Founder and Director of the Local Investing Resource Center.  He is a Certified Financial Planner™ specializing in Sustainable, Responsible, Impact (SRI) investing with Natural Investments LLC.  He serves clients nationwide from Washington State and Maui, Hawaii, and has over twenty years of experience in the investment industry.  He is a founding member of the pioneering Local Investing Opportunities Network (LION) of Port Townsend, WA.  He earned a Bachelor’s degree in economics, specializing in finance, from the Wharton School of the University of Pennsylvania.

Outside the financial world, James’ passion for sustainability has inspired him to explore natural medicine and nutrition, permaculture, renewable energy, green building, community living, and more.  In his personal time, James enjoys hiking, playing Ultimate, DJ’ing, and travelling.  His personal mission is to help grow the pool of “Intentional Money” that is dedicated to building a better world for all.

 

Contributors:

Thanks so much to the people that put in many hours of hard work to make this project come to life!

 

Founding Sponsors:

Our founding sponsors generously contributed significant funding, encouragement, and inspiration.  Without them, this project could not have gotten off the ground.  Thank you!

Salamander Spring Fund

Natural Investments

Money with a Mission

Slow Money

The Feldman family

The Whidbey Institute

 

Advisory Board:

Michael H. ShumanMichael H. Shuman is an economist, attorney, author, and entrepreneur, and Director of Community Portals for Mission Markets.  He’s also a Fellow at Cutting Edge Capital and Post-Carbon Institute, and was a founding board member of the Business Alliance for Local Living Economies (BALLE).  He has authored, coauthored, or edited eight books.  His most recent book is Local Dollars, Local Sense:  How to Move Your Money from Wall Street to Main Street and Achieve Real Prosperity.  He regularly helps communities analyze economic “leakages” and job-creation opportunities, particularly those linked to local food, energy, and finance.  A prolific speaker, Shuman has given an average of more than one invited talk per week, mostly to local governments and universities, for the past 30 years.  He has lectured in 47 U.S. states and eight countries.

Jenny KassanJenny Kassan is the CEO of Cutting Edge Capital, a consulting firm that helps social ventures raise capital in alignment with their goals and values.  Jenny is also an attorney at Cutting Edge Counsel, a law firm that serves social enterprise.  Her legal practice areas include small business start-up and financing, securities regulation, nonprofit law, and cooperatives.  Jenny earned a master’s degree in City and Regional Planning from the University of California at Berkeley and earned her J.D. from Yale Law School.  She worked for eleven years at the Unity Council, a nonprofit community development corporation in Oakland.  Jenny is the President of Community Ventures, a nonprofit organization dedicated to promoting the economic and social development of communities.  She also co-founded the Sustainable Economies Law Center, a nonprofit that provides legal information to support sustainable economies.  She currently serves on the Board of Directors of Post Carbon Institute.

Greg PittsGreg Pitts is an investment advisor with Natural Investments, LLC.  Located in Ithaca, NY, he has clients throughout the region and beyond.  He focuses exclusively on sustainable and responsible investing, seeking local and community opportunities as well as impact investing in private markets.  With a degree in physics leading into a 20-year corporate career in high-tech environmental issues, Greg relocated to the Northeast in 2001 and became the managing partner for the development of the second neighborhood at EcoVillage at Ithaca, a co-housing community.  Drawing upon his business background, he discovered a passion to help others with their personal finances.  He earned a Certificate in Financial Planning from Boston University, and now works with individuals, families and small businesses to help them align their finances with their values.

Michael BrownleeMichael Brownlee is Catalyst and co-founder of Boulder-based Local Food Shift Group (formerly known as Transition Colorado, the first officially-recognized Transition Initiative in North America). The mission of this non-profit organization is to build community resilience and self-reliance through localizing the food supply. Michael is the architect behind the Local Food Shift campaign to localize regional food systems, beginning in the Colorado Front Range, and is the publisher of Thinking Like a Foodshed, a regional magazine. He is a leader in the effort to bring local capital into the emerging local food economy in Colorado, where four Slow Money investment clubs have been launched over the last three years, and has been responsible for the investment activities of Localization Partners LLC, which he co-founded in 2011.

 

Founding Members & Supporters:

Many thanks to our Founding Members who contributed generously to our crowdfunding campaign to launch our site:

Local Investing Group Members:

Individual Members:

  • D. Berrian
  • Ted Bilbo
  • Adrian Blackhurst
  • Kenna Eaton
  • David B. Fisher
  • Luisa Frazier
  • Diane Freaney
  • Tim Gallivan
  • The Island Institute
  • Jenny Kassan
  • Kelly Kelsey
  • Kriletich Family Farms
  • Randi Lowenthal
  • Christopher Magarian
  • Greg Pitts
  • Fran & Dan Post
  • Conrad Romberg
  • Deborah Stinson
  • Peter Strugatz
  • James Tolley
  • Vera Innovations
  • Nala Walla
  • Jim Williams
  • David Zeger

In addition to being Founding Members, Tim Gallivan funded two membership scholarships and Conrad Romberg and Nala Walla funded one each.  Thank you!

Thanks also to our supporters who contributed to our launch campaign: Scott Brylinsky, Eric Downey, Nancy Deren, Cedar Drake, Jeff Dyer, Bill Ford, Brian McNitt, Jacob Mosler, Linda Moulder, James L. Thomson, Finn Jeff Wayman, and John R. White.

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