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Online Private Tutorial
 
Creating A Profitable Personal Values-Based Portfolio


          Ron
        Robins
          MBA

       Founder
      & Analyst

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Investing for the Soul

 

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Shareholder Values

 
"Almost three-quarters of investors (74 percent) would be more likely to work with an advisor who could give them competitive investment returns from investments that also made a positive impact on society and 65 percent of investors would be more likely to stay with an advisor who could discuss responsible investing with them."
--
TIAA Global Asset
    Management
(USA)
    May 2016

"92% of Canadians say that it's important to choose investments that are aligned with their values. By contrast, only 14% of advisors raised the topic of RI [responsible investing] with their clients."
--
Deb Abbey referring
    to 2014 NEI study
    Investment
    Executive
   
(Canada) April 2015

"70% of people [in UK] want to invest ethically but the financial services industry is failing to respond." Referencing research by Abundance.
--
Acquisition
    International
   
(UK) June 2015

 

Creating A Profitable
Personal Values-Based Portfolio

Private Mentoring Program

Offered over the internet and/or phone

Mentor: Ron Robins, Founder & Analyst
Investing for the Soul

  • Would you like to align your investments with your personal values and still make market returns?
     
  • Do you want to save as much as two-thirds of your capital (money) from being lost to assorted investment fees?

Well, in just 2-hours using the internet and/or phone -- with no financial or math skills required -- you can learn how to find, research, and evaluate stocks, mutual funds, and ETFs according to your personal values.1

Sessions are conducted privately and individually tutored by Mr. Robins.

Mr. Robins has designed the program and distilled it from over forty years of research into personal values-based investing. In 2002 he founded this website which is now one of the most respected personal values-based websites globally.

Additionally, he has been interviewed and quoted on this subject in numerous media that include The Wall Street Journal, Forbes, and The Globe and Mail.

Now Mr. Robins is offering his expertise to all investors, whether they are novices or with decades of experience.

Fee: US$200 for two hours. (If requested, additional sessions are US$50 per hour.) Canadians pay CDN$200 and CDN$50 per hour for additional sessions plus 13% HST.

(Fee includes future updates of program information/materials and newsletter subscription to help with investment decisions.)

Payment: By Paypal, Interac e-Transfer (Canada), Visa Direct, or money transfer, received at least 3-days prior to commencement of tutorial materials being sent. 14-day money-back guarantee after second session if dissatisfied.

To start this simple and easy program, call (Canada) 289-271-0873 or e-mail me.

Program details:

  • First session. Mr. Robins helps you define your personal values and how to apply them in researching investments.

    Also, you learn how to successfully use the special services of online brokers and others -- that are often free and unknown to most investors.
     
  • Second Session. You will discover how to find, research, and assess companies, mutual funds, ETFs, etc., according to your personal values, and also how and where to check for respected analyst opinions concerning the investments you are considering to invest in.

    Furthermore, you will learn how to use the 'Life-Benefiting Scale.' This Scale enables its user to assess on a subjective basis possible investments that mirror their personal values. Arriving at a score for each company, the user is able to see what company best matches their personal values.

1 No investment recommendations are given. This is strictly an educational program. 'Unsophisticated/non-accredited' and/or novice investors are particularly encouraged to seek advice from investment professionals.

 

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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 website does 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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