Individual Asset Management
With the proliferation of mutual funds and index-driven portfolios, individual asset management has taken on an added importance.
For those affluent investors looking to maximize yield, minimize capital gains outlays, or accomplish long-term tax and estate planning objectives, the ability to work with an asset manager or management team is key to setting and meeting investment objectives while maintaining significant control in the process.
At EPIC, our team of affiliated asset managers has extensive experience in designing custom portfolios to meet any of a number of investment goals and objectives. We can put together a portfolio of stocks, bonds and other high-grade investments that will optimize yields while minimizing risk.
We also offer more sophisticated techniques and strategies, including spreads, straddles, collars, and options, along with diversification in International wealth
, Offshore private placement
, and real estate.
for a telephone or in-person consultation.
|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.|