IMPACT ADVISOR Capabilities
| IMPACT ADVISOR | Alternatives | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Relationship Choice: | IA Platinum |
IA Gold |
Impact Autopilot |
Impact Institutional |
Digital-only, app‑based advisors: prevailing offering | Banks, discount brokers, conventional advisory firms | HNW1 or 'private client group' at larger banks | Boutique · ultra‑HNW‑only advisors | |
| Financial Planning: Retirement · Tax · College · Estate | |||||||||
| Retirement · Tax · College · Estate Planning | |||||||||
| Financial Plan: Retirement Readiness Assessment | |||||||||
| College · 529 plans | |||||||||
| Donor advised funds | |||||||||
| Investment-related tax-prep | |||||||||
| Foundation set-up & management: $250K min. | |||||||||
| Investment Choice | |||||||||
| Dedicated Portfolio Managers with 25+ years of investment exp. | |||||||||
| Relevant diversification: investment tailoring that incorporates RSU/stock options, real estate, etc. | |||||||||
| Sustainable · social‑impact funds | |||||||||
| Fully-customizable: sustainable · social‑impact wealth management | |||||||||
| Customized smart beta & factor-tilt capabilities integrated | |||||||||
| IA+℠ active management: alpha-seeking investment options | |||||||||
| 100% digital low-fee, light-touch fund offering | |||||||||
| Tax-Efficient Options | |||||||||
| Basic fund-based tax-loss harvesting ("TLH") | |||||||||
| Individual security-level "TLH done right" | |||||||||
| Cross-account, tax optimized portfolio management across asset classes | |||||||||
| Alternative Investments1 | |||||||||
| Hedge funds & tax- sheltered options | |||||||||
| 1031 exchange alternatives for real estate investors | |||||||||
| IRA · Solo 401(k) investing in real estate & private equity | |||||||||
| Crypto asset expertise | |||||||||
| Business Owners · Self-Employed | |||||||||
| Custom 401(k) plans, SEP IRA, etc. | |||||||||
| 401(k) borrowing & lending options | |||||||||
| Shareholder Voting | |||||||||
| Vote on the issues that matter to you | |||||||||
| Proxy voting & custom shareholder resolutions | coming soon! | ||||||||
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