IMPACT ADVISOR Capabilities

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Impact
Institutional
Digital-only, app‑based advisors: prevailing offering Banks, discount brokers, conventional advisory firms HNW1 or 'private client group' at larger banks Boutique · ultra‑HNW‑only advisors
Financial Planning: Retirement · Tax · College · Estate
Retirement · Tax · College · Estate Planning
Financial Plan: Retirement Readiness Assessment
College · 529 plans
Donor advised funds
Investment-related tax-prep
Foundation set-up & management: $250K min.
Investment Choice
Dedicated Portfolio Managers with 25+ years of investment exp.
Relevant diversification: investment tailoring that incorporates RSU/stock options, real estate, etc.
Sustainable · social‑impact funds
Fully-customizable: sustainable · social‑impact wealth management
Customized smart beta & factor-tilt capabilities integrated
IA+℠ active management: alpha-seeking investment options
100% digital low-fee, light-touch fund offering
Tax-Efficient Options
Basic fund-based tax-loss harvesting ("TLH")
Individual security-level "TLH done right"
Cross-account, tax optimized portfolio management across asset classes
Alternative Investments1
Hedge funds & tax- sheltered options
1031 exchange alternatives for real estate investors
IRA · Solo 401(k) investing in real estate & private equity
Crypto asset expertise
Business Owners · Self-Employed
Custom 401(k) plans, SEP IRA, etc.
401(k) borrowing & lending options
Shareholder Voting
Vote on the issues that matter to you
Proxy voting & custom shareholder resolutions coming soon!
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IMPACT ADVISOR LLC ("ImpactAdvisor") is an investment advisor registered in California. This website should not be construed as a solicitation or offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement.

Past performance does not guarantee future results. Investment products are not FDIC insured, are not bank guaranteed and may lose value.