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 JournalForbes, 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$400.00 for two hours. (If requested, additional sessions are US$100 per hour.) Canadians add 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), 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. (See Refund Policies.)

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.

No investment recommendations are given. This is strictly an educational program. ’Unsophisticated/non-accredited’ and/or novice investors are encouraged to seek advice from investment professionals. Please also see below our Disclaimer and Privacy Policy.