Investment Management
The most treasured asset in investment management is a steady hand at the tiller.
The most treasured asset in investment management is a steady hand at the tiller.
Whether you’re planning for retirement, a child’s education, or achieving your ultimate legacy, the last step in any planning is how to best allocate your available assets to pursue those end-goals. Based on our years of experience and our in-depth knowledge of understanding how different asset classes are correlated, we construct a diversified portfolio that is aimed at achieving your optimal return, while attempting to minimize the risks associated with getting you there. Of all the work we do, the investment management piece fosters our greatest passion because it is quantifiable. Our clients can see the direct result of our dedication of time, years of experience, and investment expertise.
The year 1995 was an exciting one. Michael Jordan came back from retirement, digital video disks (DVDs) were invented, Netscape went public after introducing the world to the internet via its web browser, and Coolio’s “Gangsta’s Paradise” was the song of the year. It was also an exciting year for investors.
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child or grandchild’s education at the same time can be a challenge. But take heart — you may be able … Continue reading “Saving for College and Retirement Together”
As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to years tend to signal more gains ahead, so this calm market may not … Continue reading “Market Update – Markets Warming Up”
Epic Capital provides the following comprehensive financial planning and investment management services: Learn More >