Uncaged Impact provides strategic consulting and advisory services to organizations, foundations, RIAs, corporations, and high-net-worth investors regarding impact investing strategies and capital structuring.

 

These services may include strategic planning, due diligence, and the design of financing vehicles such as blended finance structures, revolving loan funds, and other impact-capital initiatives.

Basic Insights: Ideal for clients who need one-time advice on a financial decision or a DIY client who wants to know if they are on the right track. Consists of a comprehensive review and analysis, detailed personal recommendations, and a measurable action plan to help you achieve your financial objectives with clarity and confidence. Fixed fees range from $2,500 to $4,000.

On-going Financial Planning and Advice: Ideal for clients seeking continuous guidance on their financial goals and personalized advice throughout the year. Annual fees range from $4,000 to $7,000.

We are passionate about using capital in ways that align with your values. We use portfolios that give you full transparency into what you own.

Through ongoing research and monitoring of issues such as environmental sustainability, social justice, and animal welfare, we help clients better balance their financial and impact objectives.

* Investment management services are available as a separate service, with fees based on assets under management (AUM). You can find full details in our Form ADV or contact us for more information.