100% Digital Solutions
Separately Managed Account (SMA)
Wealth Advisor is optional
| Ultra-tailored; Tax-aware
|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|
Trust & Foundation set-up & management
|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|
|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|
|Vote on the issues that matter to you|
|Proxy voting & custom shareholder resolutions||coming soon!|
Ultra-tailored, Tax-aware wealth management
for individuals, business owners and retirees.
Our Mission: We help people achieve their financial and personal goals, while maintainng by giving them the power to invest in companies that align with their values and passions.
To drive the adoption of sustainable investing into the mainstream to reduce CO₂ emissions.
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.
©2023 IMPACTADVISOR LLC. All Rights Reserved.