Values-Based Questionnaire

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Have you ever wondered if your investments are in line with your values and beliefs? Have you ever considered if the companies you own in your portfolio contribute to the overall growth of humanity or do these companies’ products and practices conflict with your values?

When we invest, we’re not just purchasing a ticker symbol but we’re buying ownership of a company. As an investor/owner it's important to understand how a company earns a profit. There are companies out there that you can proudly say that you’re an owner of and others that you may want to steer clear of.

Email *

Record my email address with my response

First and Last Name *

Phone number *

How important is it to you to...

Avoid investing in companies whose products and practices are harmful to others?

Very Important

Important

Somewhat Important

Not Important

Seeking out companies whose products & practices encourage human flourishing?

Very Important

Important

Somewhat Important

Not Important

Select from the list below all areas of investing you would want to avoid. *

Abortion

Alchohol

Child Labor

Gambling

Pornography

Tobacco

Required

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