Long-term Asset Allocation
Tactical Asset Allocation
We offer a full range of asset management solutions for whatever your unique financial needs require. We act as your portfolio manager using low cost ETFs so you avoid the extra layer of management fees. We have a risk management model designed to protect your portfolio should the market falter. We use quantitative methods to attempt to tilt the portfolio toward the asset classes in favor over the next 12-18 months.
Most actively managed investment funds under-perform, and charge you high fees. At the same time, you pay taxes on capital gains, even if the fund performed badly. Low-fee exchange traded funds–ETFs–eliminate the high fees and taxes–that’s 3.5% you get to keep in your pocket. That’s the advice you need–Contact us at Impact Capital for the service you deserve. Learn More to Avoid Using Actively Managed Funds.
Impact Capital, led by seasoned financial advisor, Bill Bancroft, who has been advising high net-worth families for more than 24 years, is founded on the promise to deliver the “advice you need with the service you deserve.” The company primarily serves families, recently or soon-to-retire individuals, executives, and those planning to sell a business.
Unlike other wealth management firms, who primarily outsource portfolio management to third party managers, Impact Capital breaks the mold by marrying low-cost exchange-traded funds with its proprietary tactical and risk management processes. By cutting out the third-party middle-men, Impact Capital clients are expected to benefit from the reduction of fees and increased tax efficiency, giving clients more for less.