A complete list of active advisors currently associated with Athens Impact Socially Responsible Investments
Warmer can help you find a great advisor at Athens Impact Socially Responsible Investments or one who fits your needs even better.
Athens Impact LLC provides individualized investment management, comprehensive and project-based financial planning, and ongoing financial coaching. While the firm works with typical individual clients, it also serves corporate clients, charitable organizations, and manages portfolios for institutional and employer-sponsored retirement plans. The firm primarily practices passive investment management built with index mutual funds and ETFs, but incorporates fundamental, technical, and cyclical analysis as part of portfolio construction and monitoring. Portfolios are tailored to clients’ goals and values, with formal ESG and impact screening (including carbon footprint, fossil fuel exposure, deforestation, weapons/tobacco exposure, and women’s advancement metrics) and options to recommend divesting or impact strategies; Athens Impact also implements strategies through sub-advisors/TAMPs and platforms such as Betterment. Compared with many independent, single-advisor firms, Athens Impact emphasizes a mix of organizational services and investor education: it offers employee benefit plan advisory, held-away account services, public seminars, and a customized institutional education program. The firm also leverages third‑party platforms for estate planning and insurance consultation and holds a specialized designation in socially responsible investing, signaling a focus on integrating values-based investment considerations into both individual and institutional engagements.
To learn more about the advisors currently working at Athens Impact Socially Responsible Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Athens, OH
| 12
|
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