About IMPACT INVESTMENT STRATEGIES, INC.
IMPACT INVESTMENT STRATEGIES, INC. is a financial advisory firm that provides expert guidance and investment strategies to its clients. Founded in 2005, the company has been providing quality financial services for over 15 years and has established itself as a trusted and reliable advisor in the industry.
How does the advisor help clients – Key Takeaways:
– IMPACT INVESTMENT STRATEGIES, INC. offers a wide range of services to help clients achieve their financial goals.
– With a team of experienced advisors, the company provides personalized and tailored financial solutions for each client.
– The focus of the advisor is on impact investments, which not only generate financial returns but also have a positive social or environmental impact.
Facts and Insights
Here are some key facts and insights about IMPACT INVESTMENT STRATEGIES, INC.:
| Assets Under Management | $500 million (as of 2020) |
|---|---|
| Number of Advisors | 12 |
| Time in Business | Over 15 years |
Financial Services Offered
IMPACT INVESTMENT STRATEGIES, INC. offers a variety of financial services to cater to the diverse needs of its clients. These include:
– Investment management
– Financial planning
– Retirement planning
– Education planning
– Estate planning
Client Types
The company serves a wide range of clients, including individuals, families, and institutional investors. Additionally, IMPACT INVESTMENT STRATEGIES, INC. also specializes in serving nonprofits and socially responsible organizations.
Fees & Compensation
The fees and compensation structure at IMPACT INVESTMENT STRATEGIES, INC. is based on the assets under management. This means that the company charges a percentage of the total assets it manages for its clients as a fee for its services. This model ensures that the company’s interests are aligned with those of its clients and that they work towards achieving their financial goals together.
Background
The team at IMPACT INVESTMENT STRATEGIES, INC. consists of highly qualified and experienced advisors who are dedicated to helping clients make the most out of their investments. The company places a strong emphasis on ethical and socially responsible investing, and the advisors are well-versed in this approach.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is crucial to understand their disclosures. Here are some key disclosures to know about IMPACT INVESTMENT STRATEGIES, INC.:
– The company is registered as an investment advisor with the Securities and Exchange Commission (SEC).
– There have been no disciplinary actions or incidents involving the company or its advisors in the past 10 years.
– The company has a fiduciary duty to act in the best interests of its clients. This means that they are legally obligated to provide objective and unbiased advice.
In conclusion, IMPACT INVESTMENT STRATEGIES, INC. is a reputable and experienced financial advisor that is committed to helping clients achieve their financial goals through impact investing. With a diverse range of services and a team of knowledgeable advisors, the company is well-equipped to assist clients in building a financially secure future.