Epic Financial
Epic Financial

Size B Accounts  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.

Contact us 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.