Tax Strategy Consultation
Concentrated Stock Solutions
Tax Optimization
Delay and mitigate tax impacts
Risk Reduction and Diversification
Variable risk exposure, diversification and managed exit options
Liquidity
Multiple cashless hedging and low cost borrowing options available
Optional Proprietary Investment Solutions
Ultra-tailored, Tax-aware
IMPACT Indexing.com
Direct Indexing = Personalized Indexing
+ Effortless Tax Optimization
IMPACT CR
Controlled Risk:
A lower-risk alternative for putting your cash to work
IMPACT Active
Actively traded, with a wider set of investment products seeking higher risk-adjusted performance, and improved margin of safety
Integrated portfolio and risk management tailored to your complete financial landscape, tax considerations, and investment objectives
Access to a broad spectrum of investment selection:
Aligned with you and your long-term financial goals.
Organization: access to sophisticated, interactive financial planning software for a complete financial picture.
Relationship choice:
A full-service advisor ,
our 100% digital offering
or both
IMPACT ADVISOR LLC
2030 Union St, Ste 205
San Francisco, CA 94123
655 Montgomery St, SF, CA 94111 (by appointment)
(415) 860·5300 info@IMPACTADVISOR.com
©2025 IMPACTADVISOR LLC. All Rights Reserved.
