Impact Capital, LLC

Impact Capital, LLC is a Limited Liability Company established in May 2018, with principal owners William D. Bancroft and ECDC Investments, LLC owned by Eric Cohen and Daniel Cohen. The firm offers portfolio management services tailored to individual client goals, with services including investment strategy, asset allocation, and risk tolerance assessment. Clients must grant discretionary authority for securities selection and transactions. Impact Capital, LLC acts as a fiduciary, making investment decisions in clients' best interests. The firm specializes in mutual funds, fixed income securities, equities, and other investments. Pension consulting services are also offered, including plan management and investment recommendations. The firm charges asset-based fees ranging from 0.50% to 1.00% based on total assets under management. Clients may terminate agreements within specific timeframes. Investment strategies include long-term trading and margin transactions, with risks outlined for various securities utilized. The firm does not accept performance-based fees and provides ongoing account reviews and reports to clients. Impact Capital, LLC does not participate in wrap fee programs and has assets under management totaling $240,332,620.00. The firm's Code of Ethics covers various areas, and it does not accept compensation for the sale of securities. Clients have discretion over third-party fees and may impose restrictions on investments. The firm does not aggregate client securities for trading and provides discretionary investment advisory services. Voting authority for client securities is not accepted, and the firm has a clean disciplinary history and financial standing.