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

Dec 2, 2020

As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash flow with the hope of keeping its retirement dreams alive – and for those self-employed, this is paramount.

Nov 30, 2020

When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult.

Nov 27, 2020

Are prescription drug costs burdening your finances? Some people find it a challenge to manage the cost of prescription drugs. Americans pay an average of $1,200 per year for medicine. For those facing greater and more dangerous ailments, some drug costs are $10,000 per month or even lump sums in excess of $80,000 for certain … Continue reading “Managing Drug Costs”

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