For Advisors

LightMoney.com was created to be a user-friendly data source of corporate behaviors to assist those who are looking to "vote with their dollars". For financial planning purposes, a tool exists allowing you to create custom impact reports based on a personality-style behavioral questionnaire. This tool, available at EthosESG, also allows you to screen investments based on the custom values of the clients you advise, and build a portfolio truly reflecting those values.