Gabriel Pincus
President & Portfolio Manager at GA Pincus Funds | Serial Entrepreneur
United States
At GA Pincus Funds we’ve observed notable changes in the financial landscape for women, particularly in their growing role as primary financial decisions-makers. Currently, 75% of our assets under management are held by women – many of whom are the sole or primary breadwinners for their households, while others are navigating their finances for the first time as widows. These women are eager to engage responsibly with their investments and make choices that align with their values and needs. Although there is still progress to be made, our expanding female client base reflects a broader societal shift towards gender equity in finance, and a growing demand for tailored financial services that truly address their unique circumstances and goals.
One of the major challenges we anticipate over the next three years is bridging the financial literacy gap for women, particularly those who are newly navigating their financial situations. Lacking confidence or access to essential resources, makes it difficult to make informed decisions about investments and financial planning. Given that two-thirds of Americans 85 and older are women, it’s not surprising that many of our clients who have recently lost a partner are women, often left to manage their finances for the first time. This transition can be daunting, overwhelming, and lead to feelings of uncertainty. Ensuring that these women have the knowledge and support they need to manage their wealth is crucial to fostering their financial well-being.
A powerful catalyst to address these challenges could be the establishment of tailored educational initiatives that empower women in finance, alongside customized financial planning options that prioritize individual wants and desires. At GA Pincus Funds, we are deeply committed to building strong, trusting relationships with our clients to understand their unique circumstances. This allows us to design personalized portfolios that resonate with their goals and aspirations. By offering personalized financial coaching, and fostering a supportive environment, we aim to encourage our clients to enjoy their wealth fully, ultimately enhancing their confidence and promoting their financial independence. We are here as partners in their journey!
