Firm Information Giraffe Invest is an internet only investment advisor. The firm was registered in January 2021 and provides both a selection of high-impact equity portfolios as well as a direct indexing services mirroring majoring stock indices such as the S&P 500. Both investment strategies are based around both granular ESG-C* (Environmental, Social and corporate Governance - for Consumers) values and the client’s financial criteria including risk, tax benefits and volatility hedging. Giraffe’s mission is to build a platform for conscious investors to make an impact with their investments while mirroring the broad equity market indices. At Giraffe Invest, our goal is to utilize millions of combinations of social and environmental values in order to provide hyper-customization to the client’s financial and impact investing needs. Principal Owner Itai Kohavi serves as the Chief Executive Officer of Giraffe Invest. He was also the Founder & CEO of Comfy Interactive (IPO), Neat Group (acquired and became Orbitz Israel), WEbook.com (acquired by Vantage), Founder: Microsoft Ventures Academy - TapasMBA. Mr. Kohavi is also a business creativity guest lecturer at various universities in the US and in Israel, as well as a former member of the investment committee of Incubit Ventures. Mr. Kohavi has a MBA from Northwestern University – Kellogg School of Management in partnership with Recanati school of business, the largest business school in Israel and a global leader in academic excellence. Mr. Kohavi also has a PhD in International Relations from Adam Mickiewicz University, a research university in Poznań, Poland.
•Giraffe Invest does not provide accounting or legal advice. Clients should seek the advice of legal counsel or an accountant regarding the tax or legal implications of an investment or trading strategy.

•Giraffe Invest does not directly hold securities or have

direct access to client assets. The firm has a custodial relationship for the safekeeping of client assets. Giraffe Invest and the custodian are separate and unaffiliated legal entities.
Advisory Services Offered Giraffe Invest provides fee-based investment advisory services for compensation through an online investment and planning tool. A general description of the services provided include:
•Discretionary Portfolio Management
•The Selection of Securities
•Portfolio Rebalancing
•Portfolio Risk Management Giraffe Invest specializes in Socially Responsible Investing (SRI). Giraffe Invest provides investment advice only with respect to limited types of investments. Advisory services are tailored to the individual needs of clients based on the questionnaire profile. When selecting securities and determining amounts, Giraffe Invest observes the investment policies, granular social and environmental values, limitations, and restrictions of the clients for which it advises. Investment guidelines and restrictions must be provided to Giraffe Invest in writing. Giraffe Invest does not maintain non-discretionary accounts. The firm currently has the following assets under management: Regulatory Asset under Management (01/22/2023) Discretionary $4,465.00 Non-discretionary $0.00 Total $ 4,465 .00 A Client must also open a securities brokerage account and provide discretionary authority over that account to Giraffe Invest. Brokerage accounts, agreements, and order processing will be conducted through Drivewealth, LLC (“Drivewealth”), an unaffiliated SEC-registered broker-dealer and Financial Industry Regulatory Authority (“FINRA”) member, which provides brokerage related services to Giraffe Invest and Clients within the Giraffe Invest Program. Drivewealth will also provide custody, clearing, and settlement services for Giraffe Invest’s Clients.