A complete list of active advisors currently associated with Epic Investment Management

Warmer can help you find a great advisor at Epic Investment Management or one who fits your needs even better.

Epic Investment Management is a small, independent registered investment adviser that provides discretionary portfolio management to individual and high‑net‑worth clients. The firm manages blended, equity‑oriented accounts for a limited number of client relationships and does not provide financial planning, tax preparation, brokerage, or insurance services. The investment approach centers on equities as the core allocation, combining exchange‑traded funds and selective individual securities guided by fundamental, technical and internally developed quantitative models on an intermediate (six‑to‑24 month) horizon. The firm actively uses tools such as short selling, margin transactions and exposure to crypto‑currency‑related instruments (including bitcoin futures and derivatives) and generally manages accounts on a discretionary basis with only limited tailoring to specific client requests. Noteworthy aspects include a relatively small client base with a majority of high‑net‑worth relationships and an asset base that results in substantial assets per client, indicating highly individualized account management rather than pooled products. The firm also excludes clients seeking primarily current income or capital preservation, does not vote client proxies, and typically places trades through major custodians while making use of custodian‑provided research and technology.

To learn more about the advisors currently working at Epic Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.