IMPACTfolio

IMPACTfolio applies manager-level ESG screening and thematic exposure targets rather than a proprietary bottom-up impact rating. The firm historically aligned with the GIIN's IRIS catalog for private allocations and uses carbon metrics, board diversity data, and community lending volumes for public market positions. Its reporting aggregates these manager-reported figures into a household-level impact dashboard.

IMPACTfolio serves high-net-worth individuals, family offices, and foundations. Public record does not surface a published minimum, though peer advisors with a similar multi-manager ESG model in the Denver market typically require $1 million to $5 million in investable assets.

IMPACTfolio operates as a registered investment advisor that constructs portfolios from third-party managers across public equities, fixed income, private equity, credit, and real assets. It does not market proprietary commingled funds, functioning instead as a fiduciary allocator with an impact mandate.

The firm has allocated to community development financial institutions, microfinance networks in Latin America and Southeast Asia, early-stage clean energy developers, and sustainable agriculture funds. These exposures are typically accessed through fund commitments and co-investments rather than direct company-level deals.

Founder Laird Koldyke leads the firm as managing director and serves as the primary investment decision-maker. He operates with a small internal team handling manager due diligence and portfolio construction, while outsourcing asset management to specialized third-party managers.