Impact Investment Strategies, Inc

Overview

Impact Investment Strategies, Inc. is a small, owner-operated advisory and insurance broker firm focused on individual and family clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses, alongside pension consulting-style services. Investment activity is centered on publicly traded equities—both individual stocks and exchange-traded funds—used as the primary building blocks of client portfolios. The firm does not present itself as an active ESG investor and operates from a single state filing scope rather than as a multi-state adviser. Its insurance brokerage capability and the use of annuity products are integrated into client solutions, indicating a hybrid model that blends investment management with insurance-based retirement planning. That positioning supports clients who prioritize income guarantees or tax-deferral features in addition to market exposure.

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