SAN FRANCISCO, May 16, 2017 /PRNewswire/ -- ImpactAdvisor today announced that factor tilt and smart beta investment strategies have been added to their wealth management advisory offering that includes socially selective options and tax efficiency.
ImpactAdvisor is a Registered Investment Advisor (RIA) that offers a full range of wealth management services for mainstream investors from institutional-grade full-service advisory to robo-advisor automated investing.
The experienced financial team at ImpactAdvisor strategizes investments for clients across the following dimensions:
- Socially Selective℠ – One's core values can be inputs for the portfolio that seeks best-of-breed companies while building a responsibly-diversified portfolio.
- Tax Optimized – "Tax alpha" seeking, including gain and loss harvesting tailored to individual tax profile.
- Factor-Tilt and Smart Beta – Customized risk-return profiles are now available, such as price to book (valuation), return on equity (quality), etc., or for seeking 'minimum-volatility.'
"We offer an unprecedented level of socially selective investment options while seeking to maximize after-tax performance," said Michele Sine, Portfolio Manager at ImpactAdvisor.
ImpactAdvisor is a user of first-of-a-kind software from Impact Labs which aids in more efficient portfolio construction and rebalancing. Mainstream investors can now benefit from this technology.
The range of capabilities with the additions of factor tilts and smart beta plus social selectivity and tax optimization differentiate ImpactAdvisor from more conventional RIAs and banks. For the full suite of products, visit www.ImpactAdvisor.com.
About ImpactAdvisor LLC
ImpactAdvisor is a Registered Investment Advisor based in San Francisco, serving individuals and corporate clients with advanced wealth management needs including high tax brackets. Offerings include custom-tailored, fully transparent portfolios that are built in alignment with one's world view as well as alternative investments and customizable 401(k) plans.
ImpactAdvisor specializes in socially selective portfolio customization while offering institutional grade portfolio management for tax efficiency. For more information, visit www.ImpactAdvisor.com.
The information set forth herein is not intended to be and should not be construed as investment advice. Financial services are only provided to investors who become ImpactAdvisor LLC ("ImpactAdvisor") clients after entering into a written agreement. ImpactAdvisor has been a California Registered Investment Advisor since 2015.
Past performance does not guarantee future results.
- U.S. assets under management featuring social impact investment strategies have surged to $8.7 trillion as of 2016, more than doubling from 2012 and reflecting about a fifth of all managed investments.
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SOURCE ImpactAdvisor LLC