Tutorials-Services

Tutorials

DIY Ethical-Sustainable Investing Pays Tutorial! — allows anyone — even with no financial knowledge — to easily learn in one hour how to create an ultra-low-cost ethical-sustainable stock portfolio. 50% OFF!
 
Creating A Profitable Personal Values-Based Portfolio — is for investors to learn how to find profitable stocks reflecting their personal values.

This is a one-on-one service with Ron Robins, founder and analyst, IFTS. Sessions are by phone, Zoom, Skype, or VOIP and over the internet.

Services

Portfolio Audit Service — we 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.

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.