Tailored. Simple. Low Cost.

Grow wealth from investing in companies doing good in the world. Falcons Rock Impact is a responsible investment model managed by a private wealth advisor.

Grow Your Wealth and Do Good at the Same Time

You want to make the world a better place. You want to protect your financial future by investing in funds that will perform well. With Falcons Rock Impact Investments, you can invest in companies making a positive social and environmental impact. We hand-select investments that demonstrate the environmental, social and governance (ESG) principles you hold in high regard. These investments are accessible with a convenient online account opening process.

Socially responsible investing doesn’t mean you sacrifice performance. Corporations that adopted environmental and social policies years ago have historically outperformed those that have not. Click here to view the performance case study.

Quick Start Guide

Set Your Goals Step 1 We want to know more about you. In setting your goals, we will learn about your current financial situation, your objectives and your tolerance for investment risk. For example, do you have a traditional brokerage account or want to start an IRA? Manage an inheritance or start a trust fund? Set Your Goals Portfolio Recommendation Step 2 You will receive a personalized portfolio analysis which includes a summary of your current portfolio alongside our recommendations. View Full Process Grow Your World Step 3 Your financial opportunities increase as you invest in a portfolio 100% funded with sustainable, responsible and impact investments. In fact, portfolios using environmental, social and governance criteria have outperformed traditional investments over time. Socially responsible investing doesn’t mean you sacrifice performance. Start The Process

What is ESG Investing?

The increased awareness of sustainability isn’t just a fad—it’s how we will protect the earth’s natural resources for years to come. At Falcons Rock Impact Investments, we invest in companies that are mindful of their environmental impact and take measures to minimize energy use, pollution and waste. These are corporations that value natural resource conservation and avoid animal mistreatment.

If you knew how a company treated employees—whether good or bad—would it make a difference in your decision to invest your money? We ensure the companies that are included in our investment portfolios meet certain social criteria. For example, we include corporations that place a priority on employee health and safety and give back to the community, both with time and money.

When you are a shareholder, you want to trust that the company you have invested in is following best practices in terms of corporate governance, such as utilizing transparent and ethical accounting procedures and has a diverse group of board members with no conflicts of interest. We take governance factors into account and choose only the companies that meet our strict standards.

Our Expertise at Your Fingertips

Falcons Rock Impact Investments combines the expertise of a private wealth advisor with technology, meaning you get the best of both worlds. We carefully and methodically select sustainable investments with your values kept in mind. Although we provide a convenient online investing portal, you won’t lose out on that human connection. Our seasoned team puts time and attention to every detail of our investment portfolios.

Impact Investments in Action