Impactfolio, LLC
IMPACTfolio, LLC is a Denver-based, fee-only SEC-registered investment adviser founded by Rebecca Kennedy, Julie McDaniel, and Scott Arnold. The firm specializes in holistic financial planning and impact investing with a focus on sustainability and serves clients both locally and nationwide, often working virtually. IMPACTfolio’s client base consists of individuals and families, particularly those with over $750,000 in investable assets, seeking values-based investment advice. The firm’s team, including several CFP® professionals, brings substantial experience in personal financial planning and purpose-driven portfolio management.
Investment Strategy
IMPACTfolio employs a sustainable investing approach known as the '3 P’s': Planet, People, and Profit. Investments are screened for environmental stewardship (Planet), social responsibility (People), and sound corporate governance (Profit). The firm constructs both core and tactical portfolios tailored to clients’ risk tolerance, aiming to maximize returns while proactively seeking investments with positive societal and environmental impact. Portfolios are designed to exclude poorly governed or unsustainable companies, focusing instead on those advancing renewable energy, fair labor practices, and strong governance. Their financial planning and investment management services are offered for a flat annual retainer fee, emphasizing transparency and client-centered service.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ESGV | VANGUARD WORLD FD | 25.60% | $59.3M | 501,046 | $89.57 | $118.44 | +$5.0M |
E ESGU | ISHARES TR | 18.31% | $42.4M | 291,549 | $109.27 | $145.60 | +$4.8M |
E ESGD | ISHARES TR | 15.41% | $35.7M | 384,182 | $74.76 | $92.98 | +$896.7K |
E EUSB | ISHARES TR | 9.90% | $23.0M | 522,656 | $46.46 | $43.92 | +$2.1M |
E ESGE | ISHARES INC | 9.07% | $21.0M | 484,463 | $36.47 | $43.42 | +$4.7M |