Impact Fiduciary LLC

Impact Fiduciary serves individual and high‑net‑worth clients with comprehensive wealth management, discretionary portfolio management, and ongoing financial planning. The firm also offers optional tax preparation and related tax planning services through a third‑party provider (Ontrail, d/b/a Uprise) and bills clients who elect those services.

The firm primarily employs passive investment management—building portfolios from index funds, ETFs and baskets of securities—while incorporating fundamental analysis and a socially responsible investing (SRI) screening bias. Investment plans are tailored to each client’s objectives, risk tolerance and tax considerations, and the firm typically manages client accounts on a discretionary basis with financial planning integrated into its wealth management service.

Operationally, Impact Fiduciary uses the Altruist custodial platform and participates in Goldman Sachs “Window” trading for grouped executions, and it discloses participation in certain soft‑dollar programs, all of which shape execution and platform interactions. Although a small minority of supported firms act as wrap fee program sponsors, the firm’s brochure states it does not participate in wrap programs, and it waives its standalone financial planning fee for clients who meet its assets‑under‑management requirement.