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   ETFs

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   ($25k - $250k)

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   ($250k - $2.5M)
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   ($2M +)
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ETFs (Exchange-Traded Funds) have become a popular way to invest of late. ETFs offer a number of advantages, including lower cost, more control, and fewer capital gains distributions.

At EPIC, we offer a variety of ETF Portfolios :

Conservative :
for the investor interested primarily in capital preservation and secondarily in capital appreciation.
Balanced :
for the investor interested in current income with some long-term capital appreciation.
Moderate :
for the investor interested in long-term capital appreciation and some current income.
Growth :
for the investor interested in taking additional risk for the potential of greater long-term capital appreciation and some current income.
Aggressive :
for the investor interested in long-term capital appreciation.
Ultra Income :
for the investor interested in high-yield secured income

Contact us to discuss designing the correct mix of low-cost, high-yield investments for your portfolio or your company’s qualified plan.

 

 
 
Investment Advisory Services offered through
Epic Wealth Advisors, Inc., a Registered Investment Advisor.
EPIC Wealth Advisors is registered to offer securities in the State of California.


EPIC Financial Insurance Services does business as EPIC Financial.
 

 

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