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.
Tutorial: 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, Skype or VOIP and over the internet.
Do you want your clients learning about ethical investing, green funds, etc., from you?
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 professionals?
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!
Workshops -- to help introduce you, your team, or your clients, to ethical investing and/or other personal values-based investing approaches.
Tutorial: 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 -- 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.
We offer 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 Contact Us.