Customizable Impact

with First-of-a-Kind Impact & Socially-Selective Portfolio-Generation Software

Sustainable Investing

Are there causes that are important to you? You now have a choice that includes
superior after-tax returns: Modern Investing.

It's a win-win.


Select causes

Select causes
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How It Works

1

Choose which causes matter:
'swipe-left' or 'swipe-right'.

2

We algorithmically build an index of companies optimized for return & risk plus any Socially-Selective or smart beta/factor-tilt preferences.

3

Our software handles portfolio generation, reinvestment & rebalancing, optimized to any client's individual tax profile.

Modern Investing

Impact: Socially-Selective

One's core values can be an input for the portfolio construction engine that seeks best-of-breed companies while building a responsibly-diversified portfolio.

Factor-Tilt & Smart Beta

Customized risk-return profiles, such as price to book (valuation), return on equity (quality), etc., or for seeking 'minimum-volatility'.

Tax-Smart

“Tax alpha” seeking, including gain and loss harvesting tailored to individual tax profile, can add +1.0%-2.4% annually.

link: our 2017 marginal tax calculator

No-compromise investing, without compromising performance.

The objective is to provide consistent “tax alpha” with lower comparative risk than strategies that merely attempt to boost pre-tax performance. By algorithmically building and rebalancing each portfolio we can optimize for risk, return and individual preferences, while eliminating the performance drag that come from layers of fees & expenses.


Empowering High Performance Wealth Management

Why IMPACT LABS

Impact Labs is a pioneer in the development of technology to enable high-performance wealth management.

Leading Edge Technology

Our software and APIs are built with the unique ability to integrate a wide range of social impact options into a single investment portfolio that is optimized for after-tax return and risk.

Superior After-Tax Results

We eliminate the traditional performance drag from middlemen, fees, expenses & unnecessary turnover: investors get keep more of their portfolio returns. For investors where taxes are constantly eroding profits, we include sophisticated 'tax-alpha' seeking overlays that can add +1.0%-2.4% annually.

    MarginalTaxes.com: Know your tax rates; make better financial decisions.    

Experienced Team

Our CEO, CTO, Product Strategist & Corporate Strategist each bring 20+ years of experience and they are complemented by our team of next-generation technology & design experts.

    Team page    

Want to learn more?
Want to learn more?

Impact Labs Inc.
Empowering High Performance Wealth Management

Our Mission is to make Modern Investing available to everyone.
Modern Investing: Individually-Optimized, Socially-Selective + Tax Smart

©2017 IMPACT LABS INC. All Rights Reserved.