Modern Wealth Management

Fully personalized, tax-smart

Responsible Investing, Redefined

① Return: maximized

Our number ① metric for success: what you keep, after fees & taxes.

TaxImpacts.com

② Risk: optimized

Build and maintain your margin of safety:

①   protect your wealth
②   achieve your goals

③ Relevant diversification

Investment tailoring optimized around your:

①   tax profile
②   desired impact metrics
③   real estate·career·pension:
all asset·liability exposures

④ Relationship

Our investment professionals have 20+ years of experience, each.
The relationship is your choice: from full-service to high-tech, hands-off experience:

①   IA Platinum          
②   IA Gold        
③   Impact Autopilot      
comparison

or for corporations, NGOs, CPAs & financial advisors:

④   Impact Institutional.com      

How It Works

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.

  

Your choice:
A full-service advisor ,
our all-digital offering 
or both  

Responsible Investing Redefined: Direct-Indexing

Personalized & tax-optimized investments, aligned with your wealth management needs & goals.

What makes it a win-win is our direct-indexing technology:
Superior after-tax returns + Socially-Selective


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


Direct Indexing

Tax-Smart

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

   tax calc·optimizer

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.

    CustomESG.com    🌎

Why IMPACT ADVISOR

We help you achieve your long-term financial and personal goals, by making it easy to invest in alignment 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 25+ 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.

ImpactAdvisor+ Unconstrained Strategy: Performance
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©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.