A complete list of active advisors currently associated with Impact Investors
Warmer can help you find a great advisor at Impact Investors or one who fits your needs even better.
Impact Investors serves individuals, families and organizations that want to integrate social and environmental objectives into wealth management. The firm offers discretionary investment management, ongoing and project-based financial planning, group retirement plan consulting, and referrals to third‑party managers, and its brochure notes a typical client profile of accredited investors with over $1 million in investable assets. The firm’s investment approach centers on customized, prudently diversified model portfolios that incorporate negative screening for social and environmental harms and fundamental analysis across stocks, bonds, mutual funds/ETFs and private investments. Portfolios include laddered individual bond strategies, a roughly 70‑position global all‑cap equity strategy that references the MSCI ACWI, and private investment allocations; Impact Investors uses third‑party data and quantitative ranking tools and documents the use of model IPSs and periodic rebalancing and monitoring. Impact Investors is notable among peers for operating as a private fund adviser — the brochure references High Impact Fund I, LP and performance‑based fees described in the fund’s offering supplement — and for offering bespoke private investment services to accredited investors with deal sourcing, due diligence and quarterly lifecycle reporting. The firm also discloses that one principal is licensed to sell life and health insurance and may receive commissions on product sales, and it describes side‑by‑side management of client accounts with other products, a feature that creates potential conflicts addressed in its disclosures.
To learn more about the advisors currently working at Impact Investors, 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 |
|---|---|---|
Savoy, IL
| 4
| |
Aptos, CA
| 21
| |
Aptos, CA
| 25
| |
Phoenix, AZ
| 1
| |
Aptos, CA
| 21
|
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