Giraffe Invest

Giraffe Invest, Inc. is an internet-only SEC registered investment advisor specializing in Socially Responsible Investing (SRI). Established in January 2021, the firm offers high-impact equity portfolios and direct indexing services mirroring major stock indices like the S&P 500. Giraffe Invest's investment strategies are based on granular ESG-C values and client financial criteria, focusing on risk, tax benefits, and volatility hedging. The firm aims to provide hyper-customization to meet clients' financial and impact investing needs. Principal Owner Itai Kohavi, with an MBA from Northwestern University and a PhD in International Relations, leads the firm. Giraffe Invest provides fee-based investment advisory services, including discretionary portfolio management, security selection, portfolio rebalancing, and risk management. The firm's fee structure includes a flat .25% of assets under management, with fees waived until 31.9.2024. Giraffe Invest does not provide accounting or legal advice and maintains a custodial relationship for client assets. The firm does not accept performance-based fees, and clients have investment discretion with periodic portfolio rebalancing. Clients should be aware of the risks associated with investing in securities, including market, business, and ethical investing risks. Giraffe Invest does not have any disciplinary events and does not compensate for client referrals. The firm's Wrap Fee Program offers comprehensive advisory services with a single fee covering portfolio management, advice, and trade execution. Clients primarily include individuals and high net-worth clients. Giraffe Invest emphasizes best execution and does not aggregate trades or receive soft dollar benefits. Clients receive regular account statements from the custodian, and the firm does not vote on client securities. Giraffe Invest maintains a Code of Ethics to ensure ethical conduct and compliance with securities laws. The firm does not have custody of client funds but may have constructive custody for fee deductions. Clients' personal information is protected through physical, procedural, and electronic security measures outlined in the Privacy Policy. Giraffe Invest shares personal information with third parties for servicing clients and does not disclose information for marketing purposes. Clients can limit the sharing of their information and have access to their authorized agent(s) or representative(s). The firm periodically revises its Privacy Policy and provides clients with updated copies. Clients can contact Giraffe Invest for any questions or concerns regarding their privacy.