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Consulting

As consultants who bring more than thirty years of business leadership experience, including the qualitative and quantitative analytical skills needed to implement programs in a meaningful, measurable and impactful way, we help money managers, consultants and advisory firms explore, create and implement growth and impact investment strategies and solutions.

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​The VegTech Invest team is dedicated to helping the institutional and advisory investment community find and implement innovative investment strategies and solutions that can generate social and environmental impact accompanied with a financial return. 

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The VegTech™ Invest team offers consulting services for financial professionals in the following areas:

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Growth and Impact Investment Strategies.

1. Develop firm-level questionnaires to establish client risk tolerance for and interest in impact investing.

2. Consult on or develop investment strategies for growth and impact at the individual client level or model level for measurable results.

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Positioning as an Advisory that Offers Sustainable Investing Options and Expertise.

1. Strategy and planning for launching a sustainable financial product, including competitive mapping and whitespace identification. 

2. Marketing and communications strategy, including messaging and branding, for a sustainable financial product. 

3. Strategy and planning for delivering sustainable private market opportunities either through consulting on establishing a fund or via case-by-case deal flow.

4. Marketing and communications strategy for launching a sustainable private market fund.

5. Providing vetted deal flow including intital screenings to meet client criteria and, if desired, relationship building with private companies.

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Reaching Next Gen Investors. 

1.  Brand review to position your firm as experts in addressing Next Gen investing needs. 

2. Marketing strategy to establish your firm as focused on Next Gen client needs.

3. Communications strategy to reach your client's children and retain them. 

4. Execution of communications strategy and public relations.

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General Marketing and Communications Coaching.

1. Public speaking coaching.

2. Social media and brand awareness coaching.

 

General Sustainability Guidance 

1.  Learn about the options to lower the carbon footprint of your firm's investment and operations.

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Reach out to Elysabeth@VegTechInvest.com.

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Don't miss out on reaching Next Gen clients.  It's estimated that over the next few decades, around $68 trillion will change hands from Baby Boomers to their heirs, predominantly Millennials and Gen Z.

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"My entire family has always invested together, but more and more it is clear that the old guard doesn't see the writing on the wall. When you try to talk about ethical priorities, or even specific areas to include or to avoid, they just glaze over. Honestly, even asking for basic things like ESG you get sent a brochure greenwashing the same old same old. It is pretty clear to me that even though my parents are ok with investing like that, it just doesn't work for me. I need investment options from a financial advisory that really gets that I'm not just trying to build a future for my bank account, but also one I want to live in."

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-Anonymous Millennial, 41 years old

info@vegtechinvest.com

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VegTech™ Invest Management Advisory

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©VegTech™ LLC 2021-22 (dba “VegTech™ Invest”, “VegTech Investment Management”). All information presented on this website is for informational purposes and does not constitute advisement advice.  Privacy Policy​

Important: VegTech LLC is an SEC registered investment adviser subject to the Investment Advisers Act of 1940. VegTech provides this material for informational purposes only. The information is not intended to recommend any company or investment described herein, and it is not an offer or sale of any security, investment product, or investment advice. Offers of securities or investment advisory services may be made only pursuant to appropriate offering or other disclosure documents, and only after prospective investors have had the opportunity to discuss all matters concerning the prospective investment or engagement with their adviser and the issues of the securities. For more information, please contact us. It should be noted that past performance is not indicative of future results. Investing in securities involves risk, including the possibility of losing the principal.

This material may contain certain forward-looking statements, projections, and statements of opinion, including statements of financial market trends. Such information can typically be identified by the use of terms such as "may," "will," "should," "expect," "anticipate," "project," "estimate," "intend," "continue," "believe," or comparable terminology. All projections, opinions, and forward-looking statements are based on information available to VegTech as of the date of this presentation and VegTech's current views and opinions, all of which are subject to change without notice. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in forward-looking statements. Additionally, information and views presented herein may be drawn from third-party or public sources, which are believed to be reliable but not guaranteed to be accurate or complete. Before making any investment decision, seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory, and foreign currency requirements for any investment according to the laws of your home country or place of residence.

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