Impact Investment Strategies, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Impact Investment Strategies, Inc. is a small, independent advisory firm that manages roughly $53.6 million across about 113 client relationships and provides discretionary and non-discretionary investment management, comprehensive financial planning, and qualified retirement-plan consulting. Its clients include individuals, high‑net‑worth clients and families, as well as employer-sponsored retirement plans and plan fiduciaries.
The firm constructs customized, diversified portfolios using a strategic, long‑term asset allocation framework supported by technical, fundamental, quantitative, cyclical and qualitative analysis and a proprietary methodology; portfolios are monitored and rebalanced as needed. It integrates financial planning into the investment process and can employ margin and options strategies for hedging or exposure when approved by clients.
What is distinctive about the firm is its dual focus on both individual wealth management and plan-level consulting: it offers a range of qualified plan services — from plan‑level and participant‑level investment advice to performance monitoring and education — and can serve as an ERISA fiduciary under Section 3(21) and/or 3(38). The sole advisor also maintains an insurance license and may recommend insurance products through a separate entity, a relationship the firm discloses and manages as a potential conflict of interest.
Client services
Expertise
Fee options
Financial planning services offered on a negotiated fixed fee basis not to exceed $5,000
$0 - $250,000: 2.00% $250,001 - $2,000,000: 1.75% $2,000,000 - $5,000,000: 1.50% $5,000,000 - $10,000,000: 1.25% $10,000,000+: 1.00%
Fee-only: Fee-Only investment advisory firm; fees negotiated; financial planning fees up to $5,000 fixed fee; qualified plan consulting fees negotiated up to 1.00% of plan assets
Main office
Rochester Hills MI
Advisors at this office
1
Most active in
Michigan · Texas
Also doing business as
Impact Benefits · Impact Benefits & Investment Strategies · Impact Investment Strategies · Impact Investment Strategies, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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