Professional asset management
for the next-generation of investing

Take Control of Your Financial Footprint


Investing 2.0 - Invest Intentionally:
Easy, Personalized and Aligned
with Your Values & Worldview


We currently have a waiting list:
Reserve your spot now!

Investing 2.0 - Invest Intentionally:

Are you ready to upgrade your investment experience to one that is
easy, personalized and aligned with YOUR values & worldview?


ImpactAdvisor

We work with you to design your IMPACT portfolio:
Individually-Managed, Professionally-Administered & Custom-Tailored

IT STARTS WITH YOU

We connect you with one of our advisors in order to understand your financial and personal goals & priorities.

PLUS OUR TECHNOLOGY

Our software converts your goals and passions into a customized portfolio that represents you and the impact you want to have.

AND EXPERT TAILORING

Your advisor continues the collaboration with you in order to best tailor the portfolio according to your preferences.

PROFESSIONALLY MANAGED

We take care of the ongoing monitoring & re-balancing, based on your goals, cash levels, tax needs, etc.

FULL SERVICE

Our advisors have access to a team of specialists in the areas of Financial/Estate Planning, Tax, Insurance, Alt. Investments, Real Estate, etc.

ACCESS

7-days/week phone support is available for all of your Financial Planning needs. We especially enjoy helping with complex questions.

TAX EFFICIENCY

For taxable accounts our software can suggest additional options for improved tax-efficiency: better after-tax returns.

WE LOVE TRANSPARENCY

If you really like hidden fees, we're not for you: your existing advisor very likely has you well "covered". We value transparency.


OUR TEAM

Jason R. Escamilla, CFA /

CEO / Sr. Advisor / Product Dev.

Holly Couden /

Brand Ambassador

Stephanie Howard O'Brien /

Brand Ambassador

Scott M. Guild /

CMO

Jason R. Scott /

UX / Design

David Berkman/

VP Engineering

Catalin Cioloca /

Front End Developer

Amir Behbehani /

Advisor: Algorithms

Daniel Chu /

Graphic Design

Rune Hansen /

Renewable Energy

Kris Russell /

Database / Network Engineer

Ana Vanevska /

Research