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Women Investors

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We are delighted to say that we have been providing advice to many women investors for the past 23 years.  These clients are smart, independent, and serious about the financial security of their family and themselves.  We take great interest in getting to know our clients - their life experiences, their current situations, and their future expectations.  We listen to their concerns and focus on developing a spirit of collaboration and partnership, while working towards a common goal.  With our women investors, we strive to achieve a reliable client-advisor relationship that addresses their individual needs and objectives, whether it be related to current supplemental income requirements, present or future education of their children, or funding retirement.

You may find it interesting to learn that according to the Allianz Women, Money, and Power Study, women have made impressive social strides over the past few generations.   Today, women are breaking through the final barrier to gender equality - financial empowerment.   Women are more educated today, they earn a significantly higher income than before, and they assume a more powerful role in the workplace than previously.  In addition, 54% of the women surveyed consider themselves to be the Chief Financial Officer (CFO) of their household.  The study has identified a new type of woman - the Woman of Influence.  That describes many of our clients.   

Also, did you know that a large percentage of all women will be solely responsible for their finances at some point in their lives? At each stage of life come events that can shape your financial needs and concerns. If you become divorced, widowed, or find yourself in an "empty nest", your financial plans can change unexpectedly. It's during these life-defining events that it's critical for women to take control of their financial future.

Interestingly, the study's surveys indicate men and women view financial matters from radically different perspectives.  Women are inclined to take a more holistic approach.  Men are more likely to make quick decisions and see themselves more open to taking greater financial risks.   When it comes to making investment decisions, women tend to keep the bigger picture in mind and are not rushed into investments. Women tend to focus on longer-term, non-monetary goals. Instead of merely viewing money as a means to purchase something, they consider money to represent independence and security. Women also tend to be more thorough and take more time to make decisions than men and are more patient as investors.  Women tend to consult their advisors before adjusting their portfolio positioning, whereas men are more prone to market timing impulses.  Therefore, not surprisingly, women tend to be excellent investors!   Over time, these traits can create meaningful and persistent performance advantages.

Over 41% of women surveyed by Allianz said that the lack of sufficient knowledge was the single largest barrier to getting more involved in the management of their financial assets.   On the bright side, the study's findings revealed that women who worked with a financial professional:

  • 77% felt more confident and prepared for their financial future.
  • 72% felt more independent and self-sufficient.
  • 45% were more likely to teach their children about finances.

Take the first step forward.   Call to schedule an appointment.   You will not be alone.   Our clients work towards their financial goals by following a holistic and disciplined investment approach and many of our clients are, not surprisingly, women.

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