A complete list of active advisors currently associated with Impact Investment Strategies, Inc

Warmer can help you find a great advisor at Impact Investment Strategies, Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Impact Investment Strategies, Inc, 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
Thomas Graber	Rochester Hills, MI	36

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