The Work Index by Flexa

Impact Investors, PBC

Impact Investors, PBC is a wealth management firm that helps clients achieve their financial goals while making a positive impact on the world through responsible and sustainable investing.

https://theimpactinvestors.com/
4.8

/10

Transparency ranking

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Description

Impact Investors is a California Public Benefit Corporation and Investment Adviser registered with the SEC that provides tailored wealth management services to investors who want to align their investments with their values. The company works with individuals, families, and organizations to create a wealth management strategy that combines both financial goals and positive impact on the world. Impact Investors' team has over twenty years of experience helping investors achieve their goals using a prudent and disciplined process that prioritizes ESG and impact investments.

Impact Investors offers a variety of services to its clients, including core investment management, financial planning, total wealth management, select family office services, and direct impact investments. The company is also a Certified B Corporation, which means that it meets certain social and environmental standards and is committed to using its business practices to make a positive impact on the world. Impact Investors manages over $260 million in assets and serves over 250 clients across the country.

Flexibility

Impact Investors, PBC does not explicitly state on their website or job postings whether they offer flexible work arrangements such as remote work or flexible hours.

Benefits

Impact Investors, PBC provides competitive benefits to its employees. These include access to a variety of educational resources, continuing education courses and lectures, and support from Fi360 staff. Additionally, the company offers a 401(k) plan, health insurance, and paid time off. These benefits are designed to attract and retain highly qualified financial service professionals who are passionate about making a positive impact on the world.

Mission

Impact Investors, PBC is a wealth management firm dedicated to helping clients achieve both their financial goals and a positive impact on the world. They believe that by aligning investments with ethical and sustainable values, they can generate competitive financial returns while supporting companies and sectors that make a positive difference. Their commitment to diversity and inclusion is reflected in their women-led practice and their focus on attracting and developing top impact investment professionals.

Environmental impact driven
Improving quality of life/health
Social impact led
Sustainability

Culture

Impact Investors promotes a culture of inclusivity, diversity, and social responsibility. They value the contributions of their diverse team of highly qualified financial professionals, who share a passion for making a positive impact on the world. This commitment to ethical and sustainable practices extends beyond their investment strategies, as they actively engage with shareholders and the socially responsible investment community to advocate for positive change. This commitment to creating a better world is woven into the fabric of their organization and permeates their work culture.

Progressive

DE&I

Impact Investors is committed to diversity and inclusion, actively seeking out and attracting top impact investment professionals from all backgrounds. They believe that a diverse team fosters a richer exchange of perspectives and knowledge, ultimately benefiting their clients. This commitment is reflected in their leadership positions and their efforts to build a culture of inclusivity.

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