Investor Interest Questionnaire
Welcome to Adasina Social Capital! We're looking forward to helping you align your investments with your social justice values. Please take a few minutes to complete the following questionnaire so we can assure that you get to the right place from the start.
Please note: Your information is secure and will not be shared outside of our organization for any reason. If you are uncomfortable answering any of the questions, please select "I prefer not to share at this time."
I prefer not to share at this time.
What would you like to learn more about?
Using Adasina in an existing stock portfolio (no minimum)
Seeking racial justice with municipal bonds ($1,000,000 minimum)
Transforming an entire portfolio into a Social Justice Portfolio ($100,000 minimum)
What type of investor are you?
Individual or Family
Business, Non-Profit, or Foundation
Financial Advisor or Institutional Investor
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This form was created inside of Robasciotti and Associates Inc.