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Relationship Manager Milo Kremer identifies a key opportunity for advisors looking to connect with the next generation of wealth.
Relationship Manager Milo Kremer identifies a key opportunity for advisors looking to connect with the next generation of wealth.
Key Takeaways:
- Values-Driven Decision Making: Speaking as a millennial, Milo shares that his generation is known for their strong opinions. And for expressing their values through everyday choices in what they consume—from cars to food and online services.
- Neglected Investment Values: Despite this trend, investments remain an area where many young people have not fully integrated their personal values, representing an untapped opportunity.
- Opportunity for Financial Advisors: Advisors can leverage this gap by aligning investment strategies with their clients' personal values, which can deepen relationships and attract new clients.
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Disclosures:
Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov or from Ethic Inc. upon written request at support@ethicinvesting.com. Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.
Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.