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About IMPACTfolio®
At IMPACTfolio®, we believe that sustainability is not optional. It’s not a niche investment strategy that we offer clients if they are “into that kind of thing.” It is core to our investment philosophy and what we believe is the only way to properly manage money for the best long-term results.
About IMPACTfolio®
At IMPACTfolio®, we believe that sustainability is not optional. It’s not a niche investment strategy that we offer clients if they are “into that kind of thing.” It is core to our investment philosophy and what we believe is the only way to properly manage money for the best long-term results.
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(3) Reviews for this company
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5 Stars
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Scott Terry
We began working with Rebecca in 2014 to develop a financial plan as we neared retirement. Her insight into our finances and thoughtful investment strategies has been comforting.IMPACTfolio’s strategy of investing in ESG funds was not the reason we followed Rebecca, but since we made the change in March 2021 we have achieved similar results to past investments in non-ESG funds while also feeling better about the governing principles of the companies we are invested in.
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Pierre Onda
I am a recently retired physician and cannot speak highly enough of Julie and Scott. They have helped my wife and I navigate smoothly through the increasingly complex process of retirement planning. We have been working with them for several years and have developed a great deal of confidence in their financial planning and portfolio management services.
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Susan Orshan
IMPACTfolio is exactly the financial advisory firm I had hoped to find. In addition to the requisite investment analysis and oversight, the firm prioritizes values investing hand in hand with profit-making. Rebecca Kennedy’s exceptional facilitation skills helped us through what can be a stressful process to develop a financial life plan that works. Highly recommended.
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
S
Scott Terry
We began working with Rebecca in 2014 to develop a financial plan as we neared retirement. Her insight into our finances and thoughtful investment strategies has been comforting.IMPACTfolio’s strategy of investing in ESG funds was not the reason we followed Rebecca, but since we made the change in March 2021 we have achieved similar results to past investments in non-ESG funds while also feeling better about the governing principles of the companies we are invested in.
S
Susan Orshan
IMPACTfolio is exactly the financial advisory firm I had hoped to find. In addition to the requisite investment analysis and oversight, the firm prioritizes values investing hand in hand with profit-making. Rebecca Kennedy’s exceptional facilitation skills helped us through what can be a stressful process to develop a financial life plan that works. Highly recommended.
P
Pierre Onda
I am a recently retired physician and cannot speak highly enough of Julie and Scott. They have helped my wife and I navigate smoothly through the increasingly complex process of retirement planning. We have been working with them for several years and have developed a great deal of confidence in their financial planning and portfolio management services.
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