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Welcome
Welcome
Please complete this brief survey to find out if your portfolio aligns with your values. Upon completion, you may securely upload documentation of your current investments. We will respond to you with an assessment of your portfolio. If you choose not to upload your holdings, you will receive your values profile via email and an invitation to reach out for further review.
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    You may securely upload your portfolio holdings in any format here. Safeguarding your privacy is important to us. Your forms are served across a protected, 256-bit Secure Sockets Layer (SSL) connection. When you choose to encrypt your forms, submissions are transferred and stored after being encrypted with the RSA-2048 key at the user's internet browser.
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    Thank you for completing our survey.  Before navigating away from this page, be sure to click "Submit".

    We will respond to your submission shortly via email. Do not hesitate to reach out to us in the meantime if you have any questions:

    Jan Schalkwijk, CFA

    JPS Global Investments

    jschalk@jpsglobalinvest.com

    (650) 597-9798

     

     

     

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