Megatrends in Wealth Management

Sustainable, Social-Impact Investing
Explosive Growth

Modern Wealth Management

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.


$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

Responsible, Social-Impact Investing Growth

¼ of U.S. managed investments
$12 trillion today
3x since 2012

ESG: Incorporating Environment/Social/Governance (ESG) factors
including the application of Social/Responsible/Impact (SRI) investing criteria

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.

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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.

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