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IMPACTfolio
IMPACTfolio is an SEC-registered investment adviser in Denver, CO, registered since 2021. The firm manages approximately $289 million in regulatory assets.
IMPACTfolio
IMPACTfolio is an SEC-registered investment adviser in Denver, CO, registered since 2021. The firm manages approximately $289 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2003
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Principals
Laird A. Koldyke
Founder and Managing Director
Sector focus
Frequently asked questions
How does IMPACTfolio define and measure impact across its investments?
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.
Does IMPACTfolio manage proprietary funds or act solely as an advisor?
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.
Who runs investment decisions at IMPACTfolio?
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.
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