Find quick answers to common questions about our consulting services, educational resources, and principles of ethical investing.
Getting Started with Institutional Shareowner
How do I access premium educational resources?
Premium insights and guides are available immediately upon subscribing to the Foundational Insights or Guided Strategy tiers. Access is granted through your secure client login on our platform dashboard.
How are your consulting service tiers structured?
Our pricing is structured in tiers—Foundational Insights, Guided Strategy, and Institutional Partnership—to match your specific needs, whether you are an individual investor or an organization.
Can our organization add multiple users to an account?
Yes, the Institutional Partnership tier allows for multiple team members to access premium resources and coordinate consulting sessions. Contact our support team for specific organizational licensing details.
What is your approach to ethical and sustainable investing?
We integrate transparency and ethical investing principles into all our data-driven analysis, helping clients align their financial goals with long-term responsible and sustainable growth.
Billing and Account Management
How does upgrading or downgrading my service tier work?
Changes to your subscription (e.g., upgrading from Foundational Insights to Guided Strategy) are effective immediately. Billing is prorated, and you will only be charged the difference for the remainder of your current billing cycle.
How can I update my payment information?
You can update your credit card or other payment details anytime through the Billing section of your client dashboard. Changes will take effect immediately for future charges.
What is the process for removing users from an organizational account?
User seats can be managed by the account administrator via the organizational dashboard. Removing a member takes effect immediately and may adjust your renewal price based on your current tier.
Are there any hidden fees associated with the consulting tiers?
No. Our brand focuses on transparency. All costs are clearly outlined in the Pricing page tiers. We do not charge regulatory, transaction, or hidden account fees.
Organizational Accounts and Security
Are there specialized consulting packages for organizations?
Yes, the Institutional Partnership tier is designed for organizations and includes custom pricing based on the scope of assets, number of users, and strategic planning required.
How do we schedule personalized consultation sessions?
Clients in the Guided Strategy and Institutional Partnership tiers can schedule sessions directly through the secure client portal or by contacting their dedicated Client Success Manager.
Is client data kept confidential and secure?
Absolutely. We adhere to strict privacy standards. All data used for analysis and consulting is treated with the highest level of confidentiality and security.
Where can I find detailed terms of service?
Links to our Terms & Conditions, and Privacy Policy can be found in the footer of every page, maintaining full transparency with our clients.
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