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How does the advisor help clients – Key Takeaways:
IMPAX ASSET MANAGEMENT, LTD. serves as a trusted financial advisor to individuals and institutions, offering a wide range of services to help clients reach their financial goals. Here are some key takeaways from their approach:
- Uses a personalized, goal-oriented approach to financial planning.
- Emphasizes responsible and sustainable investing.
- Provides clients with access to a team of experienced and knowledgeable advisors.
- Offers a comprehensive suite of financial services.
- Works with a diverse range of clients, from individual investors to institutions.
- Discloses all relevant information and fees to clients upfront.
Facts and Insights
IMPAX ASSET MANAGEMENT, LTD. has been in the financial services industry for over 20 years, and has established a strong reputation for providing top-quality financial advice and services. Some key facts and insights about the firm include:
- Founded in 1998 by Michael Jantzi and Julie Fox.
- Based in Toronto, Canada with additional offices in London, UK and Paxton, Massachusetts.
- Specializes in sustainable investment strategies with a focus on environmental, social, and governance (ESG) factors.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $12.2 billion (as of December 31, 2020) | 60+ | Over 20 years |
Financial Services Offered
IMPAX ASSET MANAGEMENT, LTD. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Financial planning
- Retirement planning
- Sustainable investing
- Individual and institutional wealth management
- Tax planning
- Estate planning
- Education planning
Client Types
IMPAX ASSET MANAGEMENT, LTD. works with a diverse range of clients, including:
- Individual investors
- Institutional investors
- High net worth individuals
- Retirees
- Small business owners
- Non-profit organizations
- Pension funds
- Endowments
Fees & Compensation
IMPAX ASSET MANAGEMENT, LTD. is committed to transparency when it comes to fees and compensation. The firm discloses all relevant information to clients upfront, including:
- Management fees
- Advisor fees
- Custodian fees
- Expense ratios
- Transaction fees
- Consulting fees (if applicable)
- Performance-based fees (if applicable)
Each client’s fee structure may vary depending on their specific needs and services provided. Clients can expect detailed fee information in their client agreement and during consultations with their advisor.
Background
Founded in 1998 by Michael Jantzi and Julie Fox, IMPAX ASSET MANAGEMENT, LTD. has become a leader in sustainable investing and financial planning. The firm’s approach is grounded in the belief that responsible and sustainable investing can generate financial returns alongside positive social and environmental impact. This commitment to sustainability has earned them recognition and accolades from organizations such as the UN Principles for Responsible Investment, the Chartered Financial Analyst (CFA) Institute, and the Financial Times.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s important for clients to thoroughly research the firm and