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Questionnaire
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)
Very Important
Important
Somewhat Important
Not Important
Seeking out companies whose products & practices encourage human flourishing?
(Required)
Very Important
Important
Somewhat Important
Not Important
Values that are important to me:
Select from the list below all areas of investing you would want to avoid.
Abortion
Gambling
Tobacco
Alcohol
Pornography
Other
Please list any other areas of investing you would want to avoid.
Select from the list below all areas of investing that you feel are a positive impact on the world and would want to promote or profit from.
Curing Diseases
Renewable Energy
Cyber Security
Fair Labor Practices
Advancement in Technology
Other
Please provide any other areas of investing that you feel are a positive impact on the world and would want to promote or profit from.
Thank you for sharing! We believe questions like these are extremely important.
If you would like to continue the conversation, please share your info below and we’ll reach out.
Name
(Required)
First
Last
Email
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Phone
