Modern Wealth Management
Fully personalized, tax-smart
1. Returns, net
What matters is what you keep, after fees & taxes.
It's our number ① metric for success.
2. Risk, two-part mandate
Our dual mandate · your margin of safety:
|①||protect your wealth|
|②||achieve your goals|
3. Relevant diversification
Investment tailoring can incorporate your:
all asset·liability exposures
4. Relationship choice
Our investment professionals each have 25+ years of experience.
We offer comprehensive wealth management for a 360-degree experience.
The relationship is your choice: from full-service to à la carte or high-tech, hands-off experience:
or, for corporations, NGOs, CPAs and financial advisors:
We start with your goals and priorities. By integrating your full financial profile, we build your personalized financial plan.
We create your tax-smart, fully customized portfolio aligned with your personal values & financial plan.
We handle the on-going reinvestment & rebalancing, optimized around your tax profile and financial needs.
A full-service advisor
our all-digital offering
Personalized & tax-optimized investments can be fully aligned with your goals and wealth management needs.
What makes it a win-win is our direct-indexing technology:
Superior after-tax returns + Socially-Selective℠
Impact Aware: Socially-Selective℠
Your core values can be an input for the portfolio construction engine that seeks best-of-breed companies while building a responsibly-diversified portfolio.
Margin of Safety
From your risk-return profile we create your investment strategy and build in a margin of safety with access to a wider investment universe of securities and diligent implementation.
Direct Indexing: no-compromise investing, without compromising performance.
By direct indexing, we eliminate unnecessary fee & expense layers -- the middlemen -- by algorithmically building & rebalancing personalized-index portfolios. In addition, we can reduce the erosion from taxes -- often the biggest drag on the performance of traditional offerings that ignore tax impacts.
We can create an investment portfolio optimized for your risk profile and 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.
We help you achieve your long-term financial and personal goals, by making it easy to invest in alignment with your worldview.
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
We custom-tailor and manage a balanced portfolio created specifically for you, based on your financial goals and personal values.
Your financial advisor is also your portfolio manager. Ours each have 20+ years of investment experience.
link: team page
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.
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.
IMPACT ADVISOR LLC
655 Montgomery St 7th Floor
SF, CA 94111
IMPACT ADVISOR LLC
2269 Chestnut St #328
SF, CA 94123
©2019 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. Investment products are not FDIC insured, are not bank guaranteed and may lose value.