IMPACT ADVISOR | Socially-Selective, Tax-Smart Wealth Management

"Factor tilt and smart beta investment strategies have been added to their wealth management advisory offering that includes socially selective options and tax efficiency."

"If you want to put your money to work and to doing good, here’s everything you need to look for."

"Impact Labs, a SAAS provider, has added factor-tilt and smart beta options to its social impact portfolio construction platform."

"A New and Unique Institutional-Grade Social Impact Offering for Financial Advisors and Mainstream Investors."

"Social responsibility is the central theme of US-based software provider Impact Labs. In September, it announced the launch of the first algorithmic portfolio software solely for those who actively adopt ESG investing."

"The advent of robo-advisors can make sustainable and impact investing less...by automating the process and using algorithms to invest according to a customer’s preferences."

"Impact Labs launched an algorithmic portfolio generation and customization tool that it says builds a properly diversified investment portfolio while optimizing for social value and maximizing after-tax performance."

"MIT Team makes it easy: investors can now swipe-right for equality, sustainability and dozens more causes and if, like one prominent New England Quarterback, you consider cola to be 'poison for kids', you have the option to swipe-left on Big Sugar."

Why IMPACT ADVISOR

We help you achieve your long-term financial and personal goals, by making it easy to invest in companies that align with your worldview.

Leading Edge Technology

Our smart technology* will create a real-time portfolio of companies based on your selected values, optimized for diversification while seeking superior after-tax returns.
*Powered by Customizable Impact Labs

Completely Personalized

We custom-tailor and manage a balanced portfolio created specifically for you, based on your financial goals and personal values.

Experienced Team

Your financial advisor is also your portfolio manager. Ours each have 20+ years of investment experience.
link: team page

Convenient

Your choice from a fully-digital experience to full-service human-to-human. We monitor and rebalance your portfolio when needed. We are always available to help with your financial planning needs.

Peace of Mind

Rest easy knowing you are investing in companies that are aligned with your worldview. And with state of the art software we are able to eliminate multiple layers of fees and expenses for improved after-tax performance.

Want to learn more?

How It Works