Epoch offers a breadth of investment management services to Profit Sharing plans managed by trustees. Custom solutions with on-going management of efficient, low cost portfolios with clearly articulated goals and objectives. Our custom solutions—with on-going management and monitoring—are designed to meet the clearly articulated goals and objectives outlined in the Investment Policy Statement we create for our clients.
A methodical and disciplined approach to investment management is foundational to the successful management and operation of your profit sharing plan. Our framework and understanding of the long-term objectives of your defined benefit plan ensure that your plan functions optimally and is supported by a well-documented process.