Impactfi

Overview

Impactfi is an independent registered investment adviser that positions itself as a capital allocator for both high‑net‑worth individuals and institutions. The firm combines financial planning and portfolio management with the selection of outside managers, indicating a hybrid approach that mixes discretionary portfolio management with manager-of-managers activity. Impactfi reports an active ESG posture, which suggests ESG factors are integrated into security selection, manager due diligence or product choice for clients who prioritize sustainability or impact outcomes. Fee arrangements include both percentage‑of‑AUM and fixed‑fee engagement options, permitting flexibility across wealth‑management and advisory relationships. Investment preferences tilt toward publicly traded equities and exchange‑traded instruments as the core of client portfolios, while the firm also sources third‑party managers and uses external vehicles to gain exposure where it seeks specialized capabilities or less correlated returns. The combination of direct equity exposure, manager selection and alternative allocations positions the firm to construct blended portfolios that balance liquidity and diversification with access to manager expertise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices