IMPACTfolio®

At IMPACTfolio®, we believe that sustainability is not optional. It is core to our investment philosophy and what we believe is the only way to properly manage money for the best long-term results. Our focus is on investing in companies that follow ESG (environmental, social, and governance) mandates.

In addition, we believe there are too many conflicts of interest in the typical 1% of assets under management (AUM) fee structure. Instead, we charge every client the same amount: $7,500/year ($1,875/quarter). The price for our services is one easy-to-understand, flat, annual retainer fee. No hidden fees. No conflicts of interest. This amount includes both our holistic financial planning and investment management services.