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- Custodian
- --
- Clients
- Retail
- Platforms
- Momentum beacon
- Established Date
- 04-10-2008
- Office Locations
- 1
Office Locations
About Living Earth Investments, LLC
Living Earth Investments is a Bend, OR registered investment advisor serving conscientious investors since 2008. Founder Aaron Rivers (former equity analyst and bond trader) provides fiduciary financial, investment, and retirement planning with independent research, an emphasis on transparency and low costs, and a socially responsible lens. Portfolios are ETF- and fixed income-oriented, custodied at SEI. Offers complimentary consultations for families of children with special needs.
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Owner & Executives
AARON CHRISTOPHER RIVERS
Chief Compliance Officer, President
- CRD
- #2924597
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,063,491,299 | 16.2% |
| Cash | $2,218,889,253 | 33.8% |
| Corporate - Investment Grade | $1,805,309,304 | 27.5% |
| U.S. Government/Agency | $1,477,071,249 | 22.5% |
| Total | $6,564,761,105 | 100.0% |