Clients and prospects have numerous investment advisors from which to select, including independents and those affiliated with brokerage units in larger financial institutions. Epoch is uniquely positioned to serve as a comprehensive solution-provider for simple and complex wealth management needs. We believe our fee-based compensation, independence, and our Private Wealth Management capabilities and philosophical approach serve your interests best.
Epoch offers a breadth of investment management services for advisory clients: Custom solutions with on-going management and monitoring of efficient, low cost portfolios with clearly articulated goals and objectives. We are focused not only on return generation, but also on risk diversification.