Our team of all-women financial advisors specialize in intentional impact investing and financial planning for high and ultra high net worth individuals, families, and institutions.
Yes. We take discretion on the accounts we manage and implement your investments as per the plan we put in place together. We monitor and make changes as needed.
Yes, we do! We don’t do automatic tax loss harvesting, but instead monitor your accounts and tax loss harvest when needed.
Our fees are based off of the average daily balance of your assets each quarter and charged quarterly. Included in our fees is our investment advice, implementation, financial planning, and client service.
Yes, rather than having you receive dozens of emails from separate companies requiring your proxy vote, clients who choose an Ellevest Intentional Impact portfolio have the option to have our sub-advisor, Ethic, vote on their behalf.
Proxy voting is a direct, on-the-record way you can tell companies that impact issues matter. And it really makes a difference — in 2020, we saw shareholders push for material change around the issues at the top of everyone’s mind: racial justice, climate change, and employee health and safety.
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