Bill Bancroft
Co-Founder & Chief Executive Officer at Impact Capital, LLC
- Role
- Co-founder & Chief Executive Officer at Impact Capital, Llc
- Location
- Rockville, MD, US
- LinkedIn followers
- 500 followers
About Bill Bancroft
I have been advising high net worth clients with fiduciary care and a personal approach…
Experience
Co-founder & Chief Executive Officer
Aug 2018 — Present · Rockville, MD, US
I have been serving high net worth families as a fiduciary for over 20 years. While I believe financial planning will add the most value to clients over time, our approach to investing is unique. We marry low cost index funds with risk management, eliminating the need for actively managed funds and the extra layer of costs they contain. Check us out:
Skills
- Wealth Management
- Investment Advisory
- Portfolio Management
- Mutual Funds
- Asset Allocation
- Finance
- Independent Financial Advice
- Investment Strategies
- Alternative Investments
- Hedge Funds
- Wealth Management Services
- Asset Managment
- Investments
- High Net Worth Individuals
- Strategic Financial Planning
- Financial Planning
- Asset Management
- Financial Advisory
- Investment Management
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