Values and Investments Profile

Thank you for spending time to fill out the questionnaire below to set your investing profile up for the Financial Advisor that sent you to this page. 

 

  • Values Profile

    Select your position on each of the values listed below. All values are defaulted as neutral.
    Philanthropy, Abortifacients, Legislation, Embryonic Stem Cell Research. Company supports pro-abortion activities through financial donations. Company produces abortifacient drugs. This category includes all pharmaceuticals used to terminate a pregnancy anytime from the moment of conception onward. Company takes a pro-abortion stance on public legislation. Company is engaged directly or indirectly in embryonic stem cell research. This category includes companies which perform research on or produce products using embryonic stem cells, companies which provide embryonic stem cells to other entities and companies which utilize propogated stem cell lines which originally derived from embryonic stem cells.
    Company produces or distributes agrochemicals like pesticides, fungicides or herbicides. This category includes products and materials specifically designed for agricultural applications. Modern synthetic fertilizers composed mainly of nitrogen, phosphorous and potassium compounds are also included.
    Company produces or distributes alcoholic beverages. Company derives 5% or more of their revenue from production or distribution of alcoholic beverages.
    Company involved in animal testing. This category includes testing products on animals, sourcing raw materials which are tested on animals and companies required by law to test products on animals.
    Company involved in published anti-competition controversies, including anti-trust, monopoly, price-fixing and kickbacks.
    Armament production, >5% Revenues, Anti-personnel mines, Cluster bombs.Company derives revenue from the production or distribution of armaments, anti-personnel landmines or cluster bombs. This category includes products or services which are intentionally designed for applications in armaments, including weaponry and other combat materials. Company derives 5% or more of their revenue from the production or distribution of armaments, anti-personnel landmines or cluster bombs.
    Company involved in the production or distribution of cannabis products.
    Company has been linked publicly to child-labor controversies, including supply chain incidents involving contractors and other suppliers.
    Company produces contraceptives. This category includes hormonal contraceptives, which in some instances may act as an abortifacient by preventing the successful implantation of an already fertilized egg, and thus terminating an otherwise viable pregnancy.
    Company has been linked to a number of controversies published in the media linked to activities in critical, undemocratic countries that do not respect fundamental human rights principles.
    Company involved in published diversity and opportunity controversies, such as wage discrimination, promotion and harassment issues.
    Company generates revenue from gambling. This category includes the operation of casinos or other gambling facilities, as well as manufacturing gambling machinery and or other gambling specific equipment. Company derives 5% or more of their revenue from gambling. This category includes the operation of casinos or other gambling facilities, as well as manufacturing gambling machinery and or other gambling specific equipment.
    Company produces or distributes genetically modified organisms (GMO), such as seeds. This category also includes companies using GMO ingredients in their products.
    Company has been linked to a number of controversies published in the media linked to human rights issues, including supply chain incidents involving contractors and suppliers.
    Legislation, Philanthropy
    Company constructs nuclear reactors, produces nuclear energy or extracts uranium for use in nuclear energy or weapon applications, or derives revenue from nuclear production.
    Company produces or distributes pornography. This category includes all media types, such as film, print and online. Also included are companies that produce AO (Adult Only) rated video games which contain pornographic content.
    Company involved in published controversies linked to public health or industrial accidents harming the health & safety of third parties (non-employees and non-customers).
    Company is owned and controlled by a Nation State/government, including situations where the State has veto power or a "golden share" is owned by the State or State controlled agency.
    Company is involved in published controversies linked to tax fraud, parallel imports or money-laundering.
    Company derives revenue from growing, manufacture or distribution of tobacco products. Company derives 5% or more of their revenue from growing, manufacture or distribution of tobacco products.

  • Financial Statement

    In order for your advisor to generate a portfolio alignment score for your current investment holdings you must submit one of the following: 1) A Financial Statement - Download your most recent account statement from your investment. or 2) A document listing all your investment ticker symbols with a) the associated dollar value or b) the total number of holdings per ticker.
  • Drop files here or
    1) A Financial Statement - upload your most recent account statement from your investment.
    or
    2) Document - upload a document listing all your investment ticker symbols with a) the associated dollar value or b) the total number of holdings per ticker.
  • Add your financial advisor's email to send this form data to them directly.
  • This field is for validation purposes and should be left unchanged.