ImpactAdvisor LLC Information

Tech-Driven Modern Wealth Management: Personalized, Tax-Efficient. Return + Risk + Impact We help investors make better decisions for the long-term. We build custom portfolios to fit with each client's long-term financial and personal goals: we take care of proper diversification, etc. while enabling our clients to control their own financial footprint℠. Thanks to modern portfolio management software and our proprietary data analytics, investors no longer have to sacrifice investment performance when they choose to invest in companies that share their values and worldview. We allow people to achieve traditional investment returns with the added benefits that come by way of a portfolio construction & rebalancing engine that can deliver a diversified, low cost & tax-efficient portfolio and that includes a high level of control on the part of the investor over a wide range of company-specific behaviors, values, practices, etc. Our clients can define their own financial footprint℠ and be inspired by the impact that they are contributing to in the world through their savings. https://ImpactAdvisor.com/#LI