The following is a listing of organizations that we consider partners of ours … in the work we do, the communities we serve and in the environment in which we live.
The Forum for Sustainable and Responsible Investment
The leading voice advancing sustainable, responsible and impact investing across all asset classes. Its mission is to rapidly shift investment practices toward sustainability, focusing on long-term investment and the generation of positive social and environmental impacts. US SIF members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, broker-dealers, community investing organizations and nonprofit organizations.
Visit USSIF >
Principles for Responsible Investment
The PRI is the world’s leading proponent of responsible investment. It works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions. The PRI acts in the long-term interests of its signatories, of the financial markets and economies in which they operate and ultimately of the environment and society as a whole.
Visit UNPRI >
Global Impact Investing Network
By convening impact investors to facilitate knowledge exchange, highlighting innovative investment approaches, building the evidence base for the industry, and producing valuable tools and resources, the GIIN seeks to accelerate the industry’s development through focused leadership and collective action. Ultimately, the GIIN focuses on reducing barriers to impact investment so more investors can allocate capital to fund solutions to the world’s most intractable challenges. They do this by building critical infrastructure and developing activities, education, and research that help accelerate the development of a coherent impact investing industry.
Visit GIIN >
Investor Alliance for Human Rights
The Investor Alliance for Human Rights (IAHR), was established to provide a collective action platform to facilitate investor advocacy on a full spectrum of human rights and labor rights issues. This new Alliance, the first of its kind, builds on longstanding ICCR member advocacy to amplify the global investor voice on critical human rights challenges and to promote corporate accountability on human rights.
Visit Investor Alliance for Human Rights >
SHARE Charlotte is a local one-stop shop for the community to find ways to plug in and make an impact. They partner with more than 400 nonprofits and provide the community with volunteer opportunities, events and a unique online shopping experience called Give Shop where items nonprofits need to run their programs and business can be bought. Through its signature campaigns #GivingTuesdayCLT, SummerSHARE and Do Good Week, SHARE Charlotte raises awareness about local nonprofits throughout the year and increases the level of community engagement.
Visit Share Charlotte >
Sustain Charlotte is a 501(c)3 nonprofit organization helping to advance a region-wide sustainability movement by serving as a catalyst for change. Their mission is to inspire choices that lead to healthy, equitable and vibrant communities across the Charlotte metro region for generations to come. Charlotte-Mecklenburg area lags other metro areas in many key sustainability measures, and prior to Sustain Charlotte’s founding, there was no local organization raising awareness of the challenges to our sustainability and their solutions. Sustain Charlotte was founded in 2010 to fill this void and has quickly become the metro area’s leading voice for sustainability.
Visit Sustain Charlotte >
Common Wealth Charlotte
Common Wealth Charlotte (CWC), an innovative non-profit started in April 2015, provides financial empowerment to Charlotte’s low-wage workers through financial education coupled with access to specially designed re-banking and emergency loan products. Our trauma-informed financial education curriculum meets people where they are, and results in long-lasting change and enhanced opportunities for upward mobility for financially-educated low-wage workers.
Visit Common Wealth Charlotte >
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”
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”
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”
Epic Capital provides the following comprehensive financial planning and investment management services: Learn More >