Customized Portfolios

The Advocacy Investing® approach employs a positive “best in class” portfolio screening strategy that, after first identifying companies with sound business fundamentals and solid corporate governance, screens those companies for corporate behavior that reflects and promotes the investor’s personal beliefs and values while achieving competitive investment performance.  The Advocacy Avatar questionnaire helps us hone in on your core values in developing a tailored portfolio using “best in class” screening.

To begin the online questionnaire, please click the "Take Questionnaire" link below.


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Announcing Marc J. Lane's 35th Book:

The Mission-Driven Venture: Business Solutions to the World's Most Vexing Social Problems

More About The Book