Investment Management

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.

Epic Insights

Market Update – The Patient Pause
Apr 26, 2024

It seems like we just can’t stop talking about the Federal Reserve (Fed). After an aggressive rate hiking campaign that we think ended last year, markets were expecting the Fed to start cutting interest rates as early as next month. But withan economy that continues to surprise to the upside, along with inflationary pressures that … Continue reading “Market Update – The Patient Pause”

How Market Cycles Can Impact Retirements
Apr 24, 2024

A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few: your income needs, the order of your withdrawals from taxable and tax-advantaged retirement accounts, the income tax implications of those withdrawals, and sequence of return risk.

My Spouse Passed Away What Do I Do?
Apr 22, 2024

Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.

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