Financial Advisors & Professionally Managed Accounts (PMAs)
The ImpactAssets Donor Advised Fund allows qualified independent investment advisors to provide investment management services for charitable assets held in...
Mon, Oct 30, 2023 at 10:29 AM
Our mutual client will have access to the ImpactAssets DonorWeb portal. From DonorWeb, they can review their account balance and make a grant recommendation...
Wed, Sep 29, 2021 at 6:31 PM
Generally, before you are approved to directly manage the investments in the account, ImpactAssets will ask to receive and review a copy of your investment ...
Wed, Sep 29, 2021 at 6:33 PM
Contributions can be made directly to the custodian account where the funds are custodied, or they can send the contribution to ImpactAssets. If your client...
Wed, Sep 29, 2021 at 6:35 PM
In some cases, yes, you will need to transfer funds to ImpactAssets before the client's grant is disbursed. This will depend on the liquidity we have on...
Wed, Sep 29, 2021 at 6:38 PM
We provide quarterly reporting on our impact portfolios that can be accessed at any time through the DonorWeb client portal. However, we do not provide repo...
Fri, Oct 1, 2021 at 5:44 PM
If the client's assets are custodied with ImpactAssets, we will pay a quarterly trailer commission directly to the broker-dealer or RIA firm of record. ...
Fri, Oct 1, 2021 at 5:48 PM
With a professionally managed account, ImpactAssets' current fee schedule still applies. Each month we will request a liquidity transfer for monthly fee...
Fri, Oct 1, 2021 at 5:49 PM