Investment Management

 

One of our primary responsibilities is Investment Management. A key component of any financial plan is creating and following a strategy to ensure investments grow to meet future needs.

Impact Financial Planners takes a holistic approach to understanding each client’s needs, goals, and constraints. We consider your time horizon and risk tolerance to design a custom portfolio for each client. As part of our ongoing management we will adjust your plan to account for life events that may have an impact on future plans.

Impact Financial Planners manages assets at Charles Schwab & Co Inc and Folio Investing. We get daily updates as to what is happening in each account. We manage non-discretionary accounts – meaning we will make recommendations but not trade until we have your approval.

We are fee only financial advisors, so we do not get any commissions and we do not sell any products.

We use institutional shares for many investments to minimize the expense ratio and improve returns for clients.

Advanced Tools to Analyze Your Portfolio

We use up to date analysis tools from the industry’s most trusted source to optimize your portfolio.  

A Balanced Approach to manage Risk

We employ high-tech software to keep your portfolio in balance and on track with your investment plan. 

Investment Review & Management

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Analyze your current portfolio

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With you, construct an individualized diversified portfolio

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Evaluate as many scenarios as needed

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Regularly review and re-balance

Impact Financial Planners is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

1860 East River Road, Suite 112
Tucson, AZ 85718
(520) 325-0769
9375 E Shea Boulevard, Suite 100
Scottsdale, AZ 85260
(480) 447-7790
4640 Admiralty Way, Suite 500
Marina del Rey, CA 90292
(424) 358-5410
1003 Bishop St, Ste 2700
Honolulu, HI 96813
(808) 731-8659

Get a free Sustainable, Responsible, Impact Investing Guide

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Learn about making an impact with your investments without sacrificing returns.

AIO Financial, 520-325-0769

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