It's not a niche investment strategy that we offer clients if they are "into that kind of thing." 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. We serve clients in Denver and the surrounding area with in-person meetings and our clients nationwide virtually with video meetings.
We manage two different types of portfolios: core and explore. The core portfolios have models which vary based on risk level. The explore portfolios are tactical and seek to capitalize on market conditions and valuations. They leverage tools to respond to changing markets and look for indicators of relative strength.
We manage two different types of portfolios: core and explore. The core portfolios have models which vary based on risk level. The explore portfolios are tactical and seek to capitalize on market conditions and valuations. They leverage tools to respond to changing markets and look for indicators of relative strength.
Services
About
Report
It was serendipity that led Rebecca into the financial services industry right after college in 1999, and finding true fulfillment in helping people that kept her there. Financial planning is both an art and a science that marries two of her favorite disciplines, psychology and math. She enjoys utilizing aspects of these two disciplines every day to help clients work toward achieving their financial goals.
Portfolios
Report
All companies have not only a financial return, but also a social and environmental return. Whether intentional or not, businesses make an impact on their customers, employees, the community, and the environment. Some companies create value while others extract value. The only question is whether we - as investors - are going to take these non-financial returns into consideration.
Planning
Report
A financial plan is only as good as the questions being asked when creating it. At IMPACTfolio(R), we use what we call our 3 D's. It involves the following three types of questions: data gathering, diagnosis, and discovery. Each of these serve a unique and distinct purpose. Data gathering questions ensure that we have the proper information to do analysis and make recommendations.
Pricing
Report
For clients with less than $4,000,000 in combined assets under management, our annual flat retainer fee is $5,000 per year. For clients in excess of $4,000,000 in combined assets under management, our annual flat retainer fee is based on complexity and needs of the client. Why would we charge so much less than traditional financial planning firms?
Faq
Report
According to the CFP(R) Board, "the fiduciary standard of care requires that a financial advisor act solely in the client's best interest when offering personalized financial advice." Each advisor with IMPACTfolio(R), LLC is a CERTIFIED FINANCIAL PLANNER and required to follow the defined fiduciary standard of care.
Reviews
Be the first to review IMPACTfolio.
Write a Review
