Page
1
2
3

Epic Values Discovery

An exercise to help visualize your values: Use this questionnaire as a working tool to uncover, reflect on, and then guide you towards understanding what moves you. Our hope is that it will provide clarity for what sits highest on your heart which can then help you refocus your efforts and position you to leave a legacy with impact.

How long have you been interested in Impact Investing?
Which opportunities in our world today matter the most to you?
Are there any areas or types of companies that you prefer NOT to invest in?
What are some of your personal interests, passions, or hobbies?
What charitable organizations are you currently involved with and/or have you supported in the past?
In regard to Climate Change, which of the following factors (if any) are important to you? Please mark all that apply.
In regard to Natural Resources, which of the following factors (if any) are important to you? Please mark all that apply.
In regard to Pollution and Waste, which of the following factors (if any) are important to you? Please mark all that apply.
In regard to Environmental Opportunities, which of the following factors (if any) are important to you? Please mark all that apply.


Consider what actions you can take today to be more aligned with the personal values that you uncovered through this exercise. Do your investments support the things that are reflected in your answers above? Epic Capital is a firm that allows you to express these values through your investments. If we can be a resource for you in any way, we would welcome that opportunity. Here’s to living an Epic Life and A Good Life Well Lived.

We are preparing the questionnaire, please let us know through the contact page if you want to be notified when it's available.
Thank you.

Epic IMPACT Quarterly Newsletter

To Receive Our Quarterly Impact Newsletter:

 
Your privacy is important to us. We will not rent or sell your information.

Epic Market Commentaries

To Receive Our Market and Economic Commentaries

Your privacy is important to us. We will not rent or sell your information.

7 Steps for Investing with Impact

 
Your privacy is important to us. We will not rent or sell your information.