Size B Accounts
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).
- Maximizing current income
- Maximizing long-term yield
- Lowering risk
- 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.
or 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.