IMPACT ADVISOR Capabilities

 IMPACT ADVISOR  Digital-only or 'Robo-advisors' Advanced 'Robo-advisors' Financial Advisor at regional bank / discount broker Financial Advisor bulge bracket bank, <$1M HNW1 / Private Client Group at bulge bracket bank Boutique / Ultra-HNW Advisors
Basic Offering
100% digital Low-fee Low-touch ETFs & mutual funds
Advanced Portfolio Management Capabilities
Dedicated Portfolio Managers with 20+ years of investment exp.
Social-Impact: Fully customized, Socially-Selective Investing
Customized Smart Beta & Factor-Tilt capabilities integrated
Crypto - asset investment options
Advanced diversification capabilities: restricted stock, etc.
Tax-Alpha Seeking / Tax-Loss Harvesting (TLH)
Basic ETF-based TLH
Individual stock-level "TLH done right"
Cross-account, tax optimized portfolio management
Shareholder Voting
Vote on the issues that matter to you
Proxy voting & custom shareholder resolutions coming soon!
Estate Planning
Estate, College & Philanthropy planning -- fully- integrated
Donor Advised Funds $50K min.
Foundation set-up & management $250K min.
Full suite of insurance products coming soon!
Self-employed
Custom 401(k) plans, SEP IRA, etc.
Alternative Investments:2
Hedge Funds & Tax- sheltered options
IRA investing in real estate/ private equity
401(k) borrowing & lending options
1031 Exchange alternatives for real estate investors
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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.