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Not all investors are willing to pay additional
fees for personal asset and investment management. Such investors
are ideally suited for low-cost, long-term investments.
Size A accounts usually range anywhere from
$25,000 to $250,000. Investors in this category are looking
for intelligently designed funds that are easy to maintain.
At EPIC, we feature low-cost
ETF's (Exchange Traded Funds) made up of a basket of securities
that track a number of stock market indexes. Investors may
purchase such funds through brokerage accounts, or added to
personal retirement plans, or company Qualified
plans.
A simple risk profile questionnaire can help
identify the proper mix of funds to employ to achieve any
of a number of long-term goals : maximizing yield, lowering
risk; tracking a particular index, sector, or benchmark.
Explore the links to the left for further
information. Or contact
us for a telephone or in-person consultation.
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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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