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

Creating a Retirement Strategy
Mar 29, 2023

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy … Continue reading “Creating a Retirement Strategy”

Market Update: Three Takeaways from the Fed Decision
Mar 27, 2023

Overview As we expected, the Federal Reserve (Fed) raised the fed funds rate by 0.25%, pushing the upper bound to 5.00%. Financial conditions were stable enough for the Federal Open Market Committee (FOMC) to release updated projections, unlike the Fed’s decision back in March 2020 to delay updated projections due to financial instability. Yesterday, the … Continue reading “Market Update: Three Takeaways from the Fed Decision”

Cash Flow Management
Mar 24, 2023

You’ve probably heard the saying that “cash is king,” and that truth applies whether you own a business or not. Most discussions of business and personal “financial planning” involve tomorrow’s goals, but those goals may not be realized without attention to cash flow, today. Management of available cash flow is a key in any kind … Continue reading “Cash Flow Management”

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