Align your investments with your worldview

Fully personalized, tax-smart wealth management

Select the causes you care about.

We take care of the rest.

A tax-smart, fully customized portfolio aligned with your personal values & financial goals.

It's a win-win:
Superior after-tax returns + Socially-Selective


CLIMATE CHANGE / SUSTAINABILITY
 
GENDER EQUALITY
 
GUN CONTROL
 
WEAPONS INDUSTRY
 
BIG TOBACCO
 
Customize your portfolio with over 50 other causes.
Select causes
CLIMATE CHANGE / SUSTAINABILITY
 
GENDER EQUALITY
 
GUN CONTROL
 
WEAPONS INDUSTRY
 
BIG TOBACCO
 
Customize your portfolio with over 50 other causes.


How It Works

Select the causes that are important to you and share your goals.

We build your tax-smart, fully customized portfolio aligned with your personal values & financial goals, made up of companies that reflect your worldview.

We handle the on-going reinvestment & rebalancing, optimized around your tax profile and financial needs.

  

Your choice:
A full-service expert advisor , our all-digital offering ,
or a hybrid of both.

Modern Investing

Impact Aware: Socially-Selective

Your causes core values can be an input for the portfolio construction engine that seeks best-of-breed companies while building a responsibly-diversified portfolio.

Tax-Smart

'Tax alpha' seeking, including gain & loss harvesting tailored to individual tax profile, can add +1-2% annually.

link: 2018 marginal tax calculator

Factor-Tilt & Smart Beta

Customized risk-return profiles, such as price to book (valuation), return on equity (quality), etc., or for seeking 'minimum-volatility'.

No-compromise investing, without compromising performance.

By algorithmically building & rebalancing custom portfolios we eliminate unnecessary fee & expense layers -- the middlemen. Beyond expense savings, we eliminate hidden costs/tax-erosion from traditional offerings that ignore tax impacts: for superior after-tax results.


Thus, we can create an investment portfolio optimized for your values or social-impact preferences while providing consistent 'tax alpha', with lower comparative risk than traditional mutual fund & ETF offerings that merely attempt to boost pre-tax performance.

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?
Want to learn more?

©2018 IMPACTADVISOR LLC. All Rights Reserved.

IMPACT ADVISOR LLC ("ImpactAdvisor") is an investment advisor registered in California. This website should not be construed as a solicitation or offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement.
Past performance does not guarantee future results.