It’s hard to find the right financial advisor. There are so many important questions to ask to make sure that you’re building a partnership that will support your success over the long term!
To make things a little bit easier, we’ve collected responses to several of the questions that we think are most important on this page. Wherever possible, we’ve also linked our responses to blog posts and other resources to give the most complete answers we can.
Questions to ask us
Sloane Ortel has been working in financial services for most of her adult life. The bulk of her recent professional experience is with CFA Institute, the global association of investment professionals that works to raise standards in the investment profession worldwide. To get more insight on her personal and professional journey, click here to read her blog post on how she came to start Invest Vegan.
We launched in September 2021. Financial Planning published a short article about our launch that you can read by clicking here.
We have not experienced significant client turnover to date, and hope to keep it that way.
We build and manage investment portfolios for clients that take their goals, time horizon, and unique ethical concerns into account. This means that our sole focus is aligning our clients’ capital with companies that are creating a world worth getting excited about.
Some clients need additional help with:
- Financial planning issues like budgeting, bill paying, and broader personal finance education
- Tax and estate planning
- Insurance services
We take pride in connecting those clients with other professionals in our network who are uniquely well suited to support those needs. We do not receive any compensation for these referrals, but we are generally able to collaborate with these professionals to ensure that we work in concert to support your financial well-being.
No, we have not.
Our ethics-first investment process is at the core of our approach to investment management. We aggregate, evaluate, and integrate a wide range of information related to the way our companies conduct themselves to ensure they are constructive presences in the world. We then pair that evaluation with a more traditional financial analysis to ensure that these companies are well-suited to our long term investment strategy.
You can click here to learn more about our process.
We send quarterly updates to clients that detail our investment performance, current thinking, and most recent positioning.
Beyond that, we advise our clients to schedule a review with us at least once a year using our scheduler widget.
We also strive to communicate consistently on our blog and social media channels, and are always available for ad-hoc discussions on email or video conference.
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