A growing number of clients are seeking to add impact investments to their portfolios, whether within their donor advised fund, foundation, or taxable accounts. Many are looking to their financial advisors for help. We make it easy to answer the call.
CapShift provides the specialized expertise and solutions you need to build a scalable, impact-focused financial advisory practice — without hiring staff or creating new funds.
Working with CapShift, you can differentiate your advisory practice while retaining and delighting active wealth owners, their families, and next-generation family members who increasingly seek to generate positive, measurable impact alongside financial returns.