Qualified Opportunity Funds: The Latest Way to Do Well by Doing Good

Roland Gagne |




The latest way to do well by doing good!

Impact investing—using wealth to create positive change in the world while also benefitting financially—has become increasingly popular, as the idea of “doing well by doing good” has gained traction among investors.

Now there’s a new type of impact investment—called Qualified Opportunity Funds—that is worth checking out if you’re looking to build wealth, reduce a capital gains tax, and improve communities across the country. For investors with these goals, the funds can potentially be a powerful part of an overall wealth plan.

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ACKNOWLEDGEMENT: This article was published by the VFO Inner Circle, a global financial
concierge group working with affluent individuals and families and is distributed with its permission.
Copyright 2018 by AES Nation, LLC.

This report is intended to be used for educational purposes only and does not constitute a
solicitation to purchase any security or advisory services. Past performance is no guarantee of
future results. An investment in any security involves significant risks and any investment may
lose value. Refer to all risk disclosures related to each security product carefully before
investing. Securities offered through Pension Professionals. Roland Gagne is a registered
representative of Pension Professionals]. Roland Gagne and Pension Professionals are not
affiliated with AES Nation, LLC.





Roland Gagne

Pension Professionals

180 Pool Street, Biddeford, ME 04005

Office: (207) 282-1122