Tailored investments &
independent advice,
personally delivered.
Impact Investors is an independent advisory firm and Public Benefit Corporation serving individuals, families and organizations across the country. As fiduciaries, we tailor financial solutions that are in our client’s best interest. Investors choose us for our integrated team of specialists, with over 75 years of combined professional experience in socially responsible investment management.
Designed for you.
Personalized investment solutions based on your financial and impact objectives.
Invested in our future.
For over twenty years we have been dedicated to sustainable and responsible investing.
Personally delivered.
Our team of professionals provide a concierge wealth management experience.
Online Advantage
Built to be your partner no matter where life’s journey takes you, we designed Impact Investors with an online service model to provide you with a talented team of seasoned professionals at any location, who can deliver custom financial solutions to you seamlessly and securely both virtually and in-person, at your convenience.
Assets Under Discretionary Management
(as of 11/2024)
Years Combined Socially Responsible Investment Management
CFAs In Our Network
Services
Testimonials
“I have always felt very confident in my decision to work with your team.”
– Melinda U.
Client since 2005
“I believe Impact Investors is a highly professional firm with an approach that is both appropriately cautious and based on real values and principles. I’m also really grateful for the support during my transition to retirement.”
– Ed G.
Client since 2018
“I have always been favorably impressed with the people in your firm because they make me feel that they have my best interests in mind for my investments and therefore, me.”
– Mary B.
Client since 2001
Impact Investors has not provided any compensation for, and has not influenced the content of the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Latest Insights
Quarterly Investor Update Q2 2026
In this Q2 2026 update, the Impact Investors Investment Committee reviews market performance, portfolio results, and impact initiatives.
Quarterly Investor Update Q1 2026
Highlights this past quarter include the Iran war and subsequent interest rate and commodities price shocks, highlighting the short-term disparities prevalent between indexes and screened portfolios during volatile markets.
Quarterly Investor Update Q4 2025
Q4 2025: Please join our investment committee to learn more about our performance and strategy going forward.
Media Features
