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Investors with larger accounts can often
benefit from individual management, at a reasonable cost.
Such investors are ideally suited for our custom-designed
portfolios.
Size B accounts usually start at $250,000.
They include investments of affluent individuals and families,
company Qualified
plans, and Private
Placement Accounts.
At EPIC, we can design a custom portfolio
with any combination of individual stocks, bonds, and high-grade
investments such as Real Estate Investment Trusts (REITs)
and Exchange-Traded Funds (ETFs).
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Maximizing current income |
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Maximizing long-term yield |
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Lowering risk |
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Maximizing bequests to heirs or charities |
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.
Contact us for further information
or to arrange a 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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