Epoch provides investment advisory services to affluent individuals, accredited investors, and clients with trust and estate related needs. In addition, Epoch offers consulting and investment management services to businesses and charitable organizations.
We work one-on-one with our clients to understand their investment needs; to recommend the most appropriate investment strategy and best mix of investments. We realize each client’s goals are unique, driven by individual and family circumstances, as well as by attitudes toward risk in the context of family, business, and philanthropic commitments.
Our compensation is fee-only, keeping our success tied to our clients’ success. We do not manufacture or utilize any proprietary funds, and we provide full fee disclosure with respect to specific solutions. We do not receive commissions, and we do not benefit from any soft-dollar arrangements. We help you define your goals and objectives so that you can make good financial decisions.