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

May 25, 2022

When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums and which one of you dusts. This is a perfectly fine way to divvy up household tasks and … Continue reading “Taking Charge of Your Financial Life”

May 23, 2022

What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Administration currently projects an average of 18 years for a retiring man and 21 years for a woman (assuming retirement at age 65). So, … Continue reading “Couples Retiring on the Same Page”

May 20, 2022

With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection and are backed by the U.S. government.

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