Julie McDaniel

Partner, Certified Financial Planner at IMPACTfolio®, LLC - Denver, Colorado, United States

Julie McDaniel's Colleagues at IMPACTfolio®, LLC
Rebecca Kennedy

Partner, Financial Planner

Contact Rebecca Kennedy

Scott Arnold

Partner, Portfolio Manager

Contact Scott Arnold

Julie McDaniel's Contact Details
Email (Verified)
***@impactfolio.co
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Mobile Number
(XXX) XXX-XXXX
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HQ
(844) 218-3800
Location
Denver,Colorado,United States
Company
IMPACTfolio®, LLC
Julie McDaniel's Company Details
IMPACTfolio®, LLC logo, IMPACTfolio®, LLC contact details

IMPACTfolio®, LLC

Denver, Colorado, United States • 3 Employees
Financial Services

At IMPACTfolio®, we believe that sustainability is not optional. It's not a niche investment strategy that we offer clients if they are "into that kind of thing." It is core to our investment philosophy and what we believe is the only way to properly manage money for the best long-term results.We start with what we call the 3 P's: planet, people, and profit. By combining the "3 P's" we offer a portfolio construction process that helps to screen out bad investments, proactively identify great opportunities, and allow you to invest with purpose. It's a formula to maximize IMPACT.

Details about IMPACTfolio®, LLC
Frequently Asked Questions about Julie McDaniel
Julie McDaniel currently works for IMPACTfolio®, LLC.
Julie McDaniel's role at IMPACTfolio®, LLC is Partner, Certified Financial Planner.
Julie McDaniel's email address is ***@impactfolio.co. To view Julie McDaniel's full email address, please signup to ConnectPlex.
Julie McDaniel works in the Financial Services industry.
Julie McDaniel's colleagues at IMPACTfolio®, LLC are Rebecca Kennedy, Scott Arnold and others.
Julie McDaniel's phone number is (844) 218-3800
See more information about Julie McDaniel