Impact Report Request
An Impact Report will examine each company you own in your portfolio and provide you with information about the activities they are involved in. It will also create a comparable portfolio of "clean" companies to see how the historic returns would have compared. All information provided is securely handled with high grade security and will not be shared with any other parties.
Personal Information
Name
*
First Name
Last Name
Preferred Nickname
What you prefer to go by other than your name.
Email Address
*
Brock@inspireadvisors.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Investment Goals
How would you describe your investment goals?
*
Maximize long-term growth of my investments.
Receive moderate growth to my investments while reducing my exposure to risk
Receive some growth to my investments with minimal levels of risk
Protect my money from loss and hopefully keep pace with inflation
When we meet to go through the Impact Report, are there any other financial questions or concerns you would like to discuss?
Optional
Please upload a recent statement from your account that shows the stocks and funds held in your account or a worksheet that shows the ticker symbols and share quantities for the holdings in your account.
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