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.

The following are questions to consider:

How important is it to you to...

Avoid investing in companies whose products and practices are harmful to others?(Required)
Seeking out companies whose products & practices encourage human flourishing?(Required)