Megatrends in Wealth Management
Sustainable, Social-Impact Investing
Explosive Growth
Megatrends in Wealth Management
Sustainable, Social-Impact Investing
Explosive Growth
Responsible, Social-Impact
75% of individual investors are interested in sustainable investing;
86% of Millennial investors, and growing.
$12 trillion; 3x since 2012
Fee & Expense Compression
Investors seek lower cost investment products to eliminate unnecessary fee & expense layers: the middlemen.
Index funds poised to overtake active by 2021
High-Performance Wealth Management
Tax Smart
Taxes can be the #1 drag on building wealth. Investors are increasingly aware of the hidden costs/tax-erosion from traditional offerings. Tax alpha-seeking strategies can add 1-2%+ annually.
2021 tax calc/optimizer
Technology & Distribution
Most investors prefer hybrid high-tech + high-touch solutions: an app experience + professional human guidance.
StreetWise
$30 Trillion Wealth Transfer
Women & younger investors are particularly underserved by legacy advisors today.
Largest intergenerational wealth transfer in history
1 in 6 Millennials now have $100K+ in savings, 2x since 2015
Unconflicted; Transparent
"Hey Siri, what are some hidden costs of investing"
It's never been easier for clients to understand the industry's incentive conflicts. And the SEC may accelerate transparency.
Least-trusted industry: Financial Services
¼ of U.S. managed investments
$12 trillion today
3x since 2012
THE OPPORTUNITY:
75% of individual investors are interested in sustainable investing
and 86% of Millennial investors investors, and growing.
Investors are stepping up to support companies taking a stand and/or making a difference on social/impact causes.
IMPACTADVISOR LLC
MODERN INVESTING:
Ultra-tailored, Tax-aware wealth management
for families, business owners and retirees.
2030 Union St, Ste 205, SF, CA 94123
655 Montgomery St, SF, CA 94111 (by appointment)(415) 860·5300 info@IMPACTADVISOR.com
We help our clients achieve their financial and personal goals, while giving them the power of choice to invest in alignment with their own mission statement.
Our Mission:
To drive the adoption of sustainable investing into the mainstream,
while aiming for superior after-tax returns.
IMPACTADVISOR ("ImpactAdvisor") is an investment advisor registered in California.
FINRA CRD#
175155 (Financial Industry Regulatory Authority / Central Registration Depository).
Our Tax Philosophy: Any tax-related advice provided to clients appropriately reflects the actual amount of income generated by the client over time; and the tax advice provided to a client for a jurisdiction appropriately reflects the actual operations of the client in that jurisdiction. Our specialty is in helping our clients shape and preplan events to reduce or eliminate tax liability within the parameters of the law.
This website should not be construed as a solicitation or offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement.
Past performance does not guarantee future results. Investment products are not FDIC insured, are not bank guaranteed and may lose value.
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