Portfolio Audit Services
This one-of-a-kind service helps the licensed investment professional create
portfolios that reflect the personal values of clients.
Please note though, that our personal values-based assessments are
not to be construed as investment opinions.
Here is how it works:
- We send you a simple
questionnaire, asking questions about the personal values you
or your client want
reflected in the portfolio.
- You send us back
the completed questionnaire and a list of the portfolio holdings.
- We send back to you our findings, commenting on how closely,
or not, these investments reflect the
personal values given to us.
you or your client desire
additional assistance in locating companies that may better marry
with the personal values provided, then please engage our
Companies Research Service. (For
samples of our research work see
Whole Foods Market, Inc. and
For fees and more details, please call
289-271-0873 or request
information by using our Contact Us
Ethical Investing News & Commentary
| Archives |
Events | Ron
Services For Investors & Investment Professionals
Should Invest My Money?
Related to Money
Disclaimer: This website
does not make investment recommendations. Nothing in this site
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
spiritual investing, 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.
image in logo complements of http//:freeimages.co.uk Copyright
© 2003-2016 Ron Robins. All rights reserved.