A complete list of active advisors currently associated with ImpactAdvisor LLC

Warmer can help you find a great advisor at ImpactAdvisor LLC or one who fits your needs even better.

ImpactAdvisor LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and retirement plans. The firm delivers ongoing portfolio management, financial planning, 401(k)/pension consulting, and access to separately managed accounts, digital indexing and cash-management solutions, as well as private placement and real estate investment options. The firm documents client goals and risk tolerances in an Investment Policy Statement and typically manages accounts on a discretionary basis using a mix of fundamental, quantitative and cyclical analysis alongside modern portfolio theory. Where suitable and with client approval, ImpactAdvisor may employ margin/borrowing, short sales and options strategies, use derivatives within separately managed accounts, and offer tax-aware long/short strategies and crypto ETFs as part of portfolio construction. Distinctive features include a client-only, no-additional-fee periodic newsletter and ad hoc educational seminars focused on options investors and aligning portfolios with values such as sustainable or socially responsible investing. With a small advisory team managing about $85.8 million for roughly 54 clients, the firm also supports employer plans through 401(k) consulting (including 3(38)-fiduciary roles and defined benefit plan options) and offers multiple service tiers from digital indexing to customized separately managed accounts.

To learn more about the advisors currently working at ImpactAdvisor LLC, 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.