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. We serve clients in Denver and the surrounding area with in-person meetings and our clients nationwide virtually with video meetings.
We manage two different types of portfolios: core and explore. The core portfolios have models which vary based on risk level. The explore portfolios are tactical and seek to capitalize on market conditions and valuations. They leverage tools to respond to changing markets and look for indicators of relative strength.
We manage two different types of portfolios: core and explore. The core portfolios have models which vary based on risk level. The explore portfolios are tactical and seek to capitalize on market conditions and valuations. They leverage tools to respond to changing markets and look for indicators of relative strength.
Services
It was serendipity that led Rebecca into the financial services industry right after college in 1999, and finding true fulfillment in helping people that kept her there. Financial planning is both an art and a science that marries two of her favorite disciplines, psychology and math. She enjoys utilizing aspects of these two disciplines every day to help clients work toward achieving their financial goals.
All companies have not only a financial return, but also a social and environmental return. Whether intentional or not, businesses make an impact on their customers, employees, the community, and the environment. Some companies create value while others extract value. The only question is whether we - as investors - are going to take these non-financial returns into consideration.
A financial plan is only as good as the questions being asked when creating it. At IMPACTfolio(R), we use what we call our 3 D's. It involves the following three types of questions: data gathering, diagnosis, and discovery. Each of these serve a unique and distinct purpose. Data gathering questions ensure that we have the proper information to do analysis and make recommendations.
For clients with less than $4,000,000 in combined assets under management, our annual flat retainer fee is $5,000 per year. For clients in excess of $4,000,000 in combined assets under management, our annual flat retainer fee is based on complexity and needs of the client. Why would we charge so much less than traditional financial planning firms?
According to the CFP(R) Board, "the fiduciary standard of care requires that a financial advisor act solely in the client's best interest when offering personalized financial advice." Each advisor with IMPACTfolio(R), LLC is a CERTIFIED FINANCIAL PLANNER and required to follow the defined fiduciary standard of care.
Reviews (5)
Susan Orshan
Jul 05, 2021
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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.
Lisa G.
Jul 05, 2021
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Carrie Hanson
Jul 04, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I cannot recommend this team enough. They provide a very thorough, thoughtful, comprehensive and tailored approach to our unique situation. Their flat fee rate is transparent and makes sense to me, and delivers so much value. I am very confident we are on track to meet our financial and estate goals, thanks to IMPACTfolio.
I cannot recommend this team enough. They provide a very thorough, thoughtful, comprehensive and tailored approach to our unique situation. Their flat fee rate is transparent and makes sense to me, and delivers so much value. I am very confident we are on track to meet our financial and estate goals, thanks to IMPACTfolio.
Julie Mcdonald
Jul 01, 2021
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Positive: Professionalism, Responsiveness, Value
I have been working with IMPACTfolio for several years. I am consistently impressed with their detailed oversight of my investments. The team goes above and beyond to answer any questions, help with investment decisions and sharing their expert advice. I have recommended their services to friends who are equally pleased.
I have been working with IMPACTfolio for several years. I am consistently impressed with their detailed oversight of my investments. The team goes above and beyond to answer any questions, help with investment decisions and sharing their expert advice. I have recommended their services to friends who are equally pleased.
Charles
Jun 21, 2021
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My wife and I contacted Rebecca Kennedy when we were thinking about our lives in retirement. We were nowhere near where we needed to be when we met for the first time, but after instituting the changes that Rebecca recommended over the next 2 years, we were able to become confident that we would never become a burden on our kids, even if we make it to our 9th decade. Rebecca took the time to listen to our needs-health, security, travel, and helping our kids-and her advice was reasoned, reasonable, and well worth our time and money.
