epic
   Epic Financial
Epic Financial

ETFs  ETFs

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.