Wealth Management Options

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Modern Investing:
Wealth Management

100% Digital Solutions
Separately Managed Account (SMA)
Wealth Advisor is optional
Ultra-tailored; Tax-aware



Low cost

Direct Indexing

Controlled Risk
Digital-only, app‑based advisors: prevailing offering Banks, discount brokers, conventional advisory firms HNW1 or 'private client group' at larger banks Boutique · ultra‑HNW‑only advisors
Financial and Tax Planning
Financial planning app: organize your finances:  free sign-up
Retirement · College · Estate Planning
360° Tax Optimization
Investment-related tax-prep
Donor-advised funds
Trust & Foundation set-up & management
Investment Choice
Dedicated Portfolio Managers
with 25+ years of investment exp.
Relevant diversification: investment tailoring that incorporates your RSU/stock options, real estate, etc.
Wide range of sustainable · ESG · social‑impact funds available
100% digital low-fee, light-touch offering
Direct Indexing: IMPACT DirX
Custom Direct Indexing:
ESG · Sustainable · social‑impact portfolios with individual stock level customization, where we build and manage your Personalized Index Portfolio
Effortless Tax Optimization:
These are custom index portfolios consisting of individual companies (stocks), where we add tax-smart rebalancing for superior after-tax returns.
IMPACT Active: IA+℠
Actively Managed Portfolios:
Actively traded, with a wider set of investment products seeking higher risk-adjusted performance
Tax-loss harvesting ("TLH") of ETFs & mutual funds
Individual security-level "TLH done right"
Tax optimized portfolio management across asset classes and across account types
Tax-sheltered alternatives
1031 exchange alternatives for real estate investors
IRA · Solo 401(k) investing in real estate & private equity
Crypto asset expertise
Qualified Opportunity Zone
Corporations · Business Owners
Custom 401(k) plans, SEP IRA, etc.
401(k) borrowing & lending options
Shareholder Voting
Vote on the issues that matter to you
Proxy voting & custom shareholder resolutions coming soon!

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Our professionals each have 25+ years of investment experience.

Are you a values-driven investor?
Modern Investing:

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.

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