IMPACTfolio

IMPACTfolio
IMPACTfolio
44 Cook Street, Suite 100
Denver
Colorado
80206
Flat Fee-Only Financial Planning and Impact Investing
Business Category:
Credentials:
CERTIFIED FINANCIAL PLANNERS™
Types of services provided:
Financial Assistance
Accessibility Information:
This facility has single stall, all-gender bathrooms, This facility or service is completely accessible to individuals using a wheelchair (ADA compliant parking, ramps, working elevators, and ample space to navigate doorways and halls)

Do you feel frustrated with the old-school norms of the financial services industry? We share your sentiment. We are thrilled to welcome clients from the LGBTQ community who are interested in aligning their investments with their values. Many of our clients are philanthropic but would love to give more. We view values-based strategies as the natural intersection between philanthropic giving and investing.

Our big dream is to radically reject the established norms of the financial services industry. We are leaving “traditional investing” in the past to adopt sustainable investing practices as the way of the future.

In addition, we believe in a flat-fee compensation structure that is tied to services provided, not the number of digits left of the decimal. All of our clients pay the same fee for both financial planning and investment management: $5,000/year. This structure works best for those who ask us to invest between $500k-$4M in assets.

Business Phone Number:
(844) 218-3800
Business Website Address:

DISCLAIMER: The businesses, services and organizations are listed in this directory as a service to the LGBTQ community. The Center makes no promises or guarantees about the accuracy or quality of the services being offered. The community is advised to carefully review the organizations listed in this Resource Directory before making a decision about utilizing any listed services.

If you discover incomplete, false or misleading information on this directory, please send corrected information to info@lgbtqcolorado.org.

NON-DISCRIMINATION AGREEMENT: Vendors, contractors, sponsors, community groups, staff and volunteers, and all other personnel associated with The Center’s Resource Directory agree at all times to honor and abide by the following statement of non-discrimination in word and action. Anyone associated with the Directory, or their employees or associates found to be in violation of this agreement will be removed from the Directory.

"All persons associated with The GLBT Community Center of Colorado (The Center) and its Resource Directory will provide service to individuals without regard to an individual's sexual orientation, gender identity/expression, HIV/AIDS status, race, color, national origin, ancestry, creed, religion, sex, gender, physical or mental disability, age, marital status, military status, veteran status, citizenship or any other protected classification in accordance with state, federal and municipal laws."