IMPACTfolio

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44 Cook St Ste 100
Denver, CO 80206

IMPACTfolio, based in Denver, CO, is an investment advisory firm that specializes in Triple Bottom Line Investing, integrating sustainability into their core investment philosophy. They offer flat fee annual retainer services for financial planning and impact investing, focusing on creating portfolios that align with environmental, social, and governance principles.

With a commitment to maximizing impact, IMPACTfolio screens out poor investments, identifies opportunities, and enables clients to invest with purpose by combining the 3 P's - Planet, People, and Profit. Their holistic financial planning approach considers various aspects such as goal planning, retirement planning, risk management, and estate planning to create a comprehensive roadmap for clients' financial futures.

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