FEATURED INVESTOR REPORT IS YOUR BROKER USING
YOUR MONEY TO SUPPORT
WOKE, SOCIALIST POLICIES? 
Rubin Wealth Advisors You worked hard to build your savings, but do you know what your investment dollars may be supporting or perhaps your own broker supports socialist policies. Many portfolios contain mutual funds, ETFs, and managed strategies holding hundreds and even thousands of companies. These investments may be influenced by ESG policies, shareholder voting decisions, or corporate priorities that do not reflect your conservative principles. Rubin Wealth Advisors created the complimentary Politically Conservative Investor's Portfolio Checklist to help you examine:
- What companies and funds you actually own
- Whether ESG considerations influence your investments
- How fund managers vote shares on your behalf
- Whether your adviser understands your values
- Your adviser's fees, duties, and potential conflicts
- The tax and financial impact of changing investments
- Whether your portfolio supports both your principles and long term goals
Download the free checklist to identify unanswered questions, better understand what your money may be supporting, and prepare for a more informed conversation with your financial adviser. DOWNLOAD THE FREE CHECKLIST |
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