Impact Investing

Investment strategies that align your capital with your values, adding an additional layer of analysis when evaluating opportunities.

We are specialists in the area of impact investing and we bring forth unique ideas and strategies that are congruent with our clients’ social and environmental values. Impact investing is not an asset class; it’s a lens through which one looks when constructing an investment portfolio. We work in partnership with our clients in designing personalized financial planning and investment management strategies that look to satisfy their heart and mind, and in accordance with their wealth management, philanthropic, and legacy planning goals. See our Partner Page for a list of organizations which help us to fulfill our own mission.

Epic Insights

Market Update – Volatility Likely to Bring Opportunities as Trade Uncertainty Continues
Jun 4, 2025

As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds. Several key developments in recent weeks may have implications for markets:

Market Update – Tariffs Bring April Showers
Apr 4, 2025

April showers came a month early as stocks fell in March. Tariffs were the primary cause of the market jitters, although that uncertainty became too much for markets to shrug off once economic data started to weaken.

Six Keys to Investing
Apr 2, 2025

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.

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