Choosing Your Impact Investment Advisor

Access to impact investing products and services is available to retail investors today, though it is not yet easy or completely “off-the-shelf” since impact investing has not gone fully mainstream. Therefore, hiring an advisor is often necessary—especially at certain levels of wealth. Finding the right advisor can be a time consuming process, whether you are conducting the search on behalf of yourself or an institution—but it’s worth taking this process very seriously. The outcome may not just be the growth or preservation of an endowment or a trust, but also the potential for doing actionable good in the world around you.