Aptos, CA Office
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Impact Investors
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Firm-wide stats for Impact Investors
About
Impact Investors serves individuals, families, accredited investors, and organizations that want to integrate social and environmental values into their wealth plans. The firm offers discretionary and non‑discretionary investment management, ongoing and project‑based financial planning, mission‑aligned group retirement plan design (including 3(38) fiduciary services), and a bespoke private investment platform for accredited investors.
Its investment process is driven by written investment policy statements, exclusionary screens, and model portfolios customized to client preferences, combining individual bonds, individual stocks, mutual funds/ETFs, and private investments. Bond portfolios are laddered for tax‑efficient income, equity allocations are diversified and optimized against broad benchmarks, and private investments are selected and monitored through third‑party due diligence and periodic reporting.
Distinctive features include acting as adviser to a private fund with side‑by‑side management and referenced performance arrangements, and offering bespoke private deal sourcing and lifecycle administration for accredited investors — services that are less common for firms of this size. The brochure also discloses that a firm principal is licensed to sell insurance products and may receive commissions for those sales, a potential conflict the firm identifies and addresses in its policies.
Based on Impact Investors
Expertise
Based on Impact Investors
Location
Aptos CA
Advisors at this office
2
Advisors at this office
Shane Y
CFP®, Series 66
Aptos, CA
Impact Investors
Shane Yonston is a CFP® with 22 years of industry experience, currently serving as an advisor at Impact Investors since 2014. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2018. In addition to his advisory role, Yonston is licensed to sell life and long-term care insurance policies, which he manages alongside his investment work. Impact Investors serves individuals, families, accredited investors, and organizations seeking to integrate social and environmental values into their wealth plans. The firm offers tailored investment management, financial planning, and private investment services, utilizing written investment policies, exclusionary screens, and customized model portfolios.
Jacob I
Series 65
Aptos, CA
Impact Investors
Jacob Ifshin is a financial advisor at Impact Investors with a Series 65 credential and two years of industry experience. His prior roles include positions at Horizons Sustainable Financial Services and self-employment, along with experience at Engaged Ecology and Everybody Grows. Impact Investors serves individuals, families, accredited investors, and organizations seeking to incorporate social and environmental values into their wealth plans. The firm provides customized investment management, financial planning, and mission-aligned retirement plan design, along with a private investment platform for accredited investors.
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