We help investors make better decisions for the long-term
Personalized, tax-efficient
②
Risk: optimized
Dual margin of safety:
| ① | protect your wealth |
| ② | achieve your goals |
③
Relevant diversification
Ultra-tailored:
| ① | Tax aware |
| ② | Impact aware |
| ③ | Complete portfolio integration: |
| real estate · pension · company stock |
④
Relationship Choice
| ① IMPACT Gold |
| ② IMPACT Platinum |
or for a high-tech, hands-off experience:
| ③ IMPACT Digital | |
| ④ IMPACT Indexing.com |
Also avail. for financial advisors & CPAs
Get a personalized financial plan where your goals and priorities are integrated with your tax profile and estate needs.
Investment choice:
Aligned with you and your long-term financial needs.
We handle rebalancing and short-term financial needs with tax-efficiency toward your long-term goals.
Relationship choice:
A full-service advisor ,
our 100% digital offering
or both
Proprietary Investment Options
Ultra-tailored, Tax-aware
IMPACT Indexing.com
Direct Indexing: Custom ESG
Sustainable Investing through Personalized Indexing
+ Effortless Tax Optimization
IMPACT CR
Controlled Risk:
A lower-risk alternative for putting your cash to work
IMPACT Active
Actively traded, with a wider set of investment products seeking higher risk-adjusted performance, and improved margin of safety
Helping investors make better decisions for the long-term
Get a personalized financial plan where your goals and priorities are integrated with your tax profile and estate needs.
Your financial advisor is also your portfolio manager. Ours each have 25+ years of investment experience.
link: team page
Your choice from a fully-digital experience to full-service Comprehensive Wealth Management. We monitor and rebalance your portfolio when needed. We are always available to help with your financial planning needs.
IMPACTx Direct Indexing
Personalized, tax-optimized
Aligned with your long-term goals.
IMPACTx Optimizer makes it a win-win:
Superior after-tax returns + Socially-Selective℠
① Power of Choice
Complete customization: your portfolio can be diversified around a wide range of options. Your core values can be an input for the portfolio construction engine that seeks best-of-breed companies in a responsibly-diversified portfolio.
② Effortless Tax Optimization
Direct Indexing can add 1-2%+ annually of 'tax alpha':
AI/ML (machine learning) methodology for gain & loss realization that is tailored to your tax profile and the realtime market conditions.
No-Compromise Investing, without Compromising Performance.
IMPACTADVISOR LLC
MODERN INVESTING:
Ultra-tailored, Tax-aware wealth management
for individuals, business owners and retirees.
2030 Union St, Ste 205, SF, CA 94123
655 Montgomery St, SF, CA 94111 (by appt)(415) 860·5300 info@IMPACTADVISOR.com
We help our clients achieve their financial and personal goals, while giving them the power of choice to invest in alignment with their own mission statement.
Our Mission:
To drive the adoption of sustainable investing into the mainstream,
while aiming for superior after-tax returns.
IMPACTADVISOR ("ImpactAdvisor") is an investment advisor registered in California.
FINRA CRD#
175155 (Financial Industry Regulatory Authority / Central Registration Depository).
Our Tax Philosophy: Any tax-related advice provided to clients appropriately reflects the actual amount of income generated by the client over time; and the tax advice provided to a client for a jurisdiction appropriately reflects the actual operations of the client in that jurisdiction. Our specialty is in helping our clients shape and preplan events to reduce or eliminate tax liability within the parameters of the law.
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. Investment products are not FDIC insured, are not bank guaranteed and may lose value.
Privacy Policy
©2024 IMPACTADVISOR LLC. All Rights Reserved.
