Have I invested in any funds that voted my shares in favor of racial equity audits?
Have I invested in any funds that voted my shares in favor of emissions reduction plans or executive compensation tied to environmental and social goals?
Have I invested in any funds that systematically underweight companies in any of the following sectors: coal, mining, oil and gas exploration, defense, or firearms?
Do you use ESG factors in your external fund evaluation process, internal operations, or client portfolio optimization strategies?
If the answer to any of the above questions is yes, can you please inform me of alternative investment options so that I may select funds and portfolios that best align with my own long-term financial interests?