• How long have you been a social investment advisor?
• What percentage of the assets you manage are socially screened?
• How do you describe your own values? What attracts you to social investing?
• How do you research social investments? What research sources do you use?
• How does your firm support socially responsible investments and philosophy?
• How do you keep abreast of current social investing issues?
• How do you determine if an investment fits my social criteria?
• How might my investment return be affected by investing in socially responsible alternatives?
• Does your firm do community investments or stockholder activism?

--Adapted from Co-op America's Financial Planning Handbook: What to Ask a Financial Advisor