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

Creating a Retirement Strategy
Mar 29, 2023

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy … Continue reading “Creating a Retirement Strategy”

Market Update: Three Takeaways from the Fed Decision
Mar 27, 2023

Overview As we expected, the Federal Reserve (Fed) raised the fed funds rate by 0.25%, pushing the upper bound to 5.00%. Financial conditions were stable enough for the Federal Open Market Committee (FOMC) to release updated projections, unlike the Fed’s decision back in March 2020 to delay updated projections due to financial instability. Yesterday, the … Continue reading “Market Update: Three Takeaways from the Fed Decision”

Cash Flow Management
Mar 24, 2023

You’ve probably heard the saying that “cash is king,” and that truth applies whether you own a business or not. Most discussions of business and personal “financial planning” involve tomorrow’s goals, but those goals may not be realized without attention to cash flow, today. Management of available cash flow is a key in any kind … Continue reading “Cash Flow Management”

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