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Business & Finance accounting & finance

Spiritual/Moral Investment Help

$75/hr Starting at $200

Many people are now starting to manage their own pensions and savings, but there are many pitfalls both financial as well as moral. I help people to discover their portfolio profile as to what industries match them and what types of practices are red flags or no-go zones for them. I do this so people won't end up being accomplices of practices they don't want to be a part of such as for instance deforestation, mining, weapons trade or fossil fuels as is typically the case when people use funds or indexes.

The services I offer are tutoring, portfolio management and research on companies you are interested. I have managed investments pretty successfully for family and friends since 2014. 

About

$75/hr Ongoing

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Many people are now starting to manage their own pensions and savings, but there are many pitfalls both financial as well as moral. I help people to discover their portfolio profile as to what industries match them and what types of practices are red flags or no-go zones for them. I do this so people won't end up being accomplices of practices they don't want to be a part of such as for instance deforestation, mining, weapons trade or fossil fuels as is typically the case when people use funds or indexes.

The services I offer are tutoring, portfolio management and research on companies you are interested. I have managed investments pretty successfully for family and friends since 2014. 

Skills & Expertise

Investment ManagementRisk ManagementTutoringWealth Management

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