(see also workshops)
For Individual Investors:
For Licensed Investment Advisors,
Financial Planners & Portfolio Managers:
an investment professional, ask yourself:
- Do you want your clients
learning about ethical investing, green funds, etc.,
- Do you want to avoid the risk
of giving inappropriate advice to your clients
because you do not know their personal values?
- Do you want to gain a
competitive edge vis-à-vis other investment
- Do you want clients who are
stable and less volatile when markets go awry?
- Do you want more satisfied
clients providing even more referrals to you?
Answer yes to any of these
questions -– and we can help you!
Our services include (web based or
-- to help introduce
your team, or
to ethical investing and/or other
personal values-based investing
Finding & Evaluating Stocks That Reflect Personal Values -- for
licensed investment professionals wanting to learn how to find stocks that are good to invest in and
reflect a particular set of personal
values that they, or their clients, have chosen.
Company Research Service
-- saves the investment professional time and energy by having us do
the research in finding companies that match a particular set of
personal values. We provide company specific assessments and
information related to the personal values that have been selected.
Please note though, that such personal values based assessments are
not to be construed as investment opinions.
Portfolio Audit Service
can help determine for the owner of any given portfolio, as to
whether or not a particular set of personal values are properly
reflected in the holdings. We provide specific assessments and
information pertaining to each company in the portfolio, as related
to the particular personal values that have been selected. Please
note though, that such personal values based assessments are not to
be construed as investment opinions.
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
Ethical Investing News & Commentary
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should be interpreted as a recommendation or solicitation to
buy/sell any securities or investments. Investing for the
Soul is a source of general information and resources for
ethical investing and socially responsible
investing (SRI). Investors should consider their actions
thoroughly and consult their financial advisers and other
professionals, prior to taking any investment action. This
not necessarily agree with the opinions expressed in articles on
its pages or offered on the web pages to which it might be
linked. Such opinions are the responsibility of the writers
themselves. Furthermore, this site does not offer or provide any
warranties, representations, guarantees, implied or otherwise,
as to the accuracy, legality, copyright compliance, timeliness
or usefulness of the information, materials or services on this,
or other sites, to which it is linked. Also, Mr. Ron Robins is
not an investment advisor, nor is he licensed with any
professional investment related body, and thus is not able to,
nor does he make, any investment recommendations.
Investing for the Soul is a registered business name in
the Province of Ontario, Canada.
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