Fund Evaluation Request

Have YOUR mutual funds and ETFs  “politicized”  and potentially damaged your retirement savings by using ESG considerations to manage your money?  

It's easy to find out.  

Simply fill in below your Name, Email Address and the Names of the Funds in which you are interested  and hit Submit at the bottom.   We will email you an In-Depth Analysis of your fund companies' involvement in ESG.  If you have more than 10 funds, just submit the first 10 and then repeat the process.  You can use the name of the fund, the fund symbol or the name of the fund company

To learn more about ESG, click here

To discover how our Heart of Liberty Portfolios can help you minimize ESG involvement in your investments, click here

For more information on how the “Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights” rule may harm your retirement savings, click here