Every Investment Has an Impact
Personal & Confidential Financial Planning
Access to Sustainable, Responsible, Impact Investments
Fee-Based Portfolio Management & Impact Reporting
Retirement & Succession Planning
Family & Business Risk Management
At Impact Investors, we're passionate about helping people reach their financial goals, while having a positive impact in the world.
We customize solutions around each client’s goals, considering financial returns along with positive, measurable social and environmental impact. We do this by taking a comprehensive, prudent, financial planning approach to wealth management and investing.
At Impact Investors, we have a systematized, iterative approach to designing, implementing and monitoring your financial plan to help you achieve your life goals while making a positive impact in the world. We utilize shareholder engagement, portfolio screens and community investments to produce a solid risk-adjusted return and positive impact.
For many decades, socially responsible investors have been refining their approach to values-based investing. We offer access to these well-founded strategies along with an emerging class of impact investments, mobilizing private capital to help address some of the world's most pressing social and environmental challenges, while seeking financial returns for investors.