Asset allocation is a way for an investment advisor to help a client find a balance between how much risk they are willing to take and their investment goals. Most of the time, an asset allocation strategy involves spreading investments across different types of assets and rebalancing them from time to time to make sure investment goals are met.
At Impact Capital Partners, our mission is to connect institutional capital with the growing impact investment market to address the world’s most pressing challenges. By utilizing impact investments, institutional investors are able to generate positive, measurable social and environmental impact alongside a financial return. We are constantly finding new impact investment opportunities in both emerging and developed markets, targeting market-rate returns. Schedule a call with us HERE if you’re interested in learning more about our impact investing strategies.
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Impact Capital Partners LLC is not a registered broker-dealer, and Finalis Securities LLC and Impact Capital Partners LLC are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck
Impact Capital Partners’ website is a website operated by Impact Capital Partners, a privately held California limited liability company. Impact Capital Partners provides Placement Agent services. Other services, such as securities-related transactions, are offered separately by William ’Sandy’ Goodman in his capacity as a registered representative of Finalis Securities LLC Member of FINRA/SIPC.
Website design by WebWorks LA.
© 2023 IMPACT CAPITAL PARTNERS, LLC. ALL RIGHTS RESERVED.
