Modern Investing

Comprehensive Wealth Management

We help investors make better decisions for the long-term

Personalized, tax-efficient



Returns: maximized

Our number ① metric for success:

What you keep, after fees & taxes.
tax.ImpactLabs.com



Risk: optimized

Dual margin of safety:

①   protect your wealth
②   achieve your goals



Relevant diversification

Ultra-tailored:

①   Tax aware
②   Impact aware
③   Complete portfolio integration
  We incorporate all asset·liability exposures:
    real estate · pension · company stock


How It Works

You 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 DirX.ai

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

Modern Investing
Return ⬌ Risk ⬌ Impact

Why IMPACT ADVISOR

Helping investors make better decisions for the long-term

Personalized

You get a personalized financial plan where your goals and priorities are integrated with your tax profile and estate needs.

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 Comprehensive Wealth Management. We monitor and rebalance your portfolio when needed. We are always available to help with your financial planning needs.

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 the IMPACTx Optimizer: DirX.ai

Peace of Mind

Rest easy knowing your investments are aligned with the priorities we establish in your investment plan. Through our state of the art software we are able to eliminate fees and expenses for improved after-tax performance.

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


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 with IMPACTADVISOR

DirX.ai

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

DirX.ai: 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.

Want to learn more?
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Our Mission: To drive the adoption of sustainable investing into the mainstream to reduce CO₂ emissions. We help people achieve their financial and personal goals, by giving them the power to invest in companies that align with their values and passions.

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.

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

©2022 IMPACTADVISOR LLC. All Rights Reserved.