Oakstreet Financial
Invest on Purpose
Ethical Investment Preferences

Two Question Ethical Investment Preferences Survey

Two short questions about how you'd like your faith and conscience to shape what your money owns. Takes about two minutes. The questions are subjective and a matter of personal preference — there are no wrong answers.

The following questions are subjective and a matter of personal preference and conscience. *

* Required field

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Your responses have been recorded. A copy of your selections has been saved as a PDF you can share with David at your next meeting.

PDF saved to your Downloads folder

This survey is provided as a tool to help your advisor understand your conscience-based investment preferences. The questions are subjective and the answers do not constitute investment advice. Advisory Services are offered through Inspire Advisors, LLC, a Registered Investment Adviser with the SEC. Oakstreet Financial and Inspire Advisors, LLC are affiliated entities.

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Contact sales

We’d love to see how we can streamline your hiring together.

Request a demo
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Contact sales

We’d love to see how we can streamline your hiring together.

Request a demo
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