About Investing for the Soul
Founded in 2001
Investors desiring a better
world, concerned about ethics, or their spiritual
development, the environment, and so on, must
incorporate related values in their investing decisions.
The reason for this is that when we invest in a company,
(or many companies such as in a mutual fund, unit trust, ETF, etc.), we share in the responsibility for
the activities of those companies as well as
participate in the outcomes of their corporate
So let us invest in companies whose
activities we believe are most helpful to us ethically,
spiritually, and for life, generally. By applying our
ethical and higher values to investing, we not only help
create a better life for us all, but potentially enjoy
higher profits from our investments as well.
Indeed, the accumulating masses of
investment reports and studies suggest that
outperformance of portfolio returns is frequently
possible by employing such values-based investment
Ethical Investing Studies/Research).
Helping you accomplish such goals
and available on our website are pages covering:
Ethical Investing News And Commentary,
However, to truly gain the benefits
of a personal values approach, participate in the
valuable services listed below.
for Investors, Investment
we show you how to find and research companies and
investments that could reflect your own personal values.
This is easily and enjoyably accomplished through our
unique and highly praised
Ethical Investing Workshops and
Tutorial: Finding Stocks That Reflect Your Values—which
are available remotely.
For licensed investment
advisors, financial planners, and portfolio managers,
we can help you find investments and
create portfolios that reflect personal value
preferences. This is achieved through an array of
original specialized services that includes a
Tutorial: Finding & Evaluating Stocks That Reflect
Personal Values, a
Company Research Service, a
Portfolio Audit Service and
specialist workshops to orient your clients/staff to
ethical or values-based investing.
companies, we can offer
specially designed workshops for managers and
employees that show staff how to locate and research
investments that could emulate their own individual
values. For details please
Please note though, that we do not
offer investment advice.