Megatrends in Wealth Management
Sustainable, Social-Impact Investing
Explosive Growth
Megatrends in Wealth Management
Sustainable, Social-Impact Investing
Explosive Growth
Sustainable, Social-Impact
71% of individual investors are interested in sustainable investing; 84% of Millennial investors.
$12 trillion; 3x since 2012
$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
Technology & Distribution
Most Millennial & Gen X investors prefer hybrid high-tech + high-touch solutions: an app experience + professional human guidance.
StreetWise
Tax Smart
Investors are becoming aware of the hidden costs/tax-erosion from traditional offerings that ignore tax impacts. Tax alpha-seeking strategies can add 1-2%+ annually.
2019 tax calc/optimizer
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 this administration's SEC may accelerate transparency.
Least-trusted industry: Financial Services
Fee & Expense Compression
Investors seek lower cost passive/index and algorithmic investment products to eliminate unnecessary fee & expense layers: the middlemen.
High-Performance Wealth Management
¼ of U.S. managed investments
$12 trillion today
3x since 2012
THE OPPORTUNITY:
71% of individual investors are interested in sustainable investing
and 84% of Millennial investors
Investors are stepping up to support companies taking a stand and/or making a difference on social/impact causes.
IMPACT ADVISOR LLC
655 Montgomery St 7th Floor
SF, CA 94111
info@IMPACTADVISOR.com
(415) 860·5300
IMPACT ADVISOR LLC
2269 Chestnut St #328
SF, CA 94123
©2019 IMPACTADVISOR LLC. All Rights Reserved.
IMPACT ADVISOR LLC ("ImpactAdvisor") is an investment advisor registered in California. 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.