How does MATERIAL IMPACT MANAGEMENT, LLC help clients – Key Takeaways:
MATERIAL IMPACT MANAGEMENT, LLC is a financial advisory firm that specializes in material impact investing and offers customized solutions to help clients reach their financial goals while making a positive impact on the world. Below are key takeaways on how the firm assists clients.
- Provides expertise in material impact investing: MATERIAL IMPACT MANAGEMENT, LLC has a team of financial experts who have a deep understanding of material impact investing and can guide clients in building an investment portfolio aligned with their values and goals.
- Offers customized solutions: The firm works closely with each client to understand their unique financial situation, risk tolerance, and investment goals, and then develops customized solutions tailored to their individual needs.
- Focuses on long-term goals: MATERIAL IMPACT MANAGEMENT, LLC believes in a long-term approach to investing and prioritizes building sustainable portfolios that can generate positive financial and social returns over time.
Facts and Insights
Founded in 2015, MATERIAL IMPACT MANAGEMENT, LLC has a track record of helping clients achieve their financial goals while making a positive impact on the world. Here are some interesting facts and insights about the firm:
- Specializes in material impact investing: The firm was founded with the mission of helping clients utilize their capital to create positive social and environmental impacts.
- Experienced team: The team at MATERIAL IMPACT MANAGEMENT, LLC has over 50 years of combined experience in the financial industry and is led by industry experts with backgrounds in sustainable finance and impact investing.
- Research-driven approach: The firm utilizes a data-driven and research-based strategy to make investment decisions, ensuring that client portfolios are aligned with the latest market trends and impact opportunities.
Assets Under Management, Number of Advisors and Time in Business:
MATERIAL IMPACT MANAGEMENT, LLC has publicly available assets under management, number of advisors, and time in business, as shown in the table below.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 6 years |
Financial Services Offered
MATERIAL IMPACT MANAGEMENT, LLC provides a range of financial services to help clients achieve their financial and impact goals. These services include:
- Material impact investing
- Portfolio management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Socially responsible investing
Client Types
MATERIAL IMPACT MANAGEMENT, LLC works with a diverse range of clients, including:
- Individual investors
- Small business owners
- Non-profit organizations
- Family offices
- Institutions
Fees & Compensation
MATERIAL IMPACT MANAGEMENT, LLC operates on a fee-only compensation model, meaning that the firm’s only source of income is the fees charged to clients for their services. This ensures that the firm’s interests are aligned with those of their clients, as they do not receive any commissions or incentives for recommending specific products or investments.
The fees charged by MATERIAL IMPACT MANAGEMENT, LLC are based on assets under management and are typically between 0.75% and 1.00% annually. The exact fee percentage may vary depending on the complexity of the client’s portfolio and the level of services provided.
Background
MATERIAL IMPACT MANAGEMENT, LLC was founded in 2015 by a team of financial experts who shared a passion for using capital to drive positive environmental and social change. Inspired by the growing demand for impact investing, the firm’s founders saw an opportunity to help clients align their investments with their values and make a difference in the world.
Since its inception, MATERIAL IMPACT MANAGEMENT, LLC has been recognized as a leader in material impact investing and has received numerous accolades for its sustainable and impactful approach to financial management.
Financial Advisor Disclosures to Know
As a registered investment advisor, MATERIAL IMPACT MANAGEMENT, LLC is required to disclose any potential conflicts of interest that may arise