3 minutes

Values and Impact Assessment | Sustainable Advisors Alliance

Hi there, 

Please complete our values and impact questionnaire, which offers us insight into how we can further align your investments and values. 

There is no perfect company, nor is there one simple way to sum up your personal values. And it can be difficult to rank causes or issues, since so many are critically important. Your questionnaire is one of the tools we use when working with you to bring your investments in alignment with your values and financial goals. 

Please do not hesitate to email or phone/text me with any questions. 

In solidarity, 

Ian McLeod, CFP®, CIMA®, AIF®
(415) 843-7827 phone/text
ian@sustainableadvisorsalliance.com

Sustainable Advisors Alliance LLC is using Ethos for this assessment

Ian McLeod is an Investment Advisory Representative (IAR) of Sustainable Advisors Alliance, LLC (SAA). He can be reached at 415-843-7827. SAA is a Registered Investment Advisor (RIA) with the SEC and can be reached at 918-408-7981. Registration with the SEC does not imply a certain level of skill or training. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.sustainableadvisorsalliance.com . This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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