Alternative Investments

How Much Do You Know About Philanthropic Investing?

Alice Wilson May 21, 2024

Are you keeping up with the next wave of investors?

Millennials and Gen Z aren’t just investing to grow their wealth. They’re committed to making a positive impact through their investments.

As a wealth manager, family office, or registered financial advisor, you’ll have to recognize that these younger generations prioritize philanthropy alongside profitability.

If you’re not offering sustainable and impact investment options, you might be missing out. We don’t want that!

These investors are looking to blend financial returns with meaningful social outcomes. Naturally, they expect their advisors to support them.

Estate planning with these values in mind is not just wise; it’s central to attracting and retaining forward-thinking clients.

Don’t risk being left behind.

Take our 7-question quiz now to see how well you understand and can meet the needs of Millennial and Gen Z investors.

We’re here to make sure you’re not leaving money on the table!

Our partner platform Supervest offers small business finance notes to accredited investors.

These notes can be a great way to potentially grow your wealth while supporting local businesses.

This information is being furnished solely for informational purposes. This material does not constitute an offer to buy or sell, or a solicitation of an offer to buy or sell, any security. This does not constitute and must not be construed as investment advice. Investing involves risk and possible loss of principal capital. Potential investors must rely upon their own examination of the merits and risks involved. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes. Supervestor, LLC (“Supervestor”) has a reasonable belief that the content posted by a third-party does not contain untrue statements of material fact or misleading information. The opinions expressed herein are those of Supervestor and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions, and may not necessarily come to pass. Certain statements included in these materials, including, without limitation, statements regarding investment objectives and strategies, and statements as to Supervestor’s beliefs, expectations or options may be considered forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 and are subject to risks and uncertainties. Actual results and developments could be materially different from those expressed in or implied by such forward-looking statements. Charts are for illustrative purposes only and are not to be relied upon as investment advice. Unless it is explicitly identified otherwise all returns information presented herein is net of applicable fees and expenses.