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/ EPICC – Founded in 2020.
We are a family office that tends to a select group of families to expand their investment portfolios and maximize their liquid assets’ growth, by establishing a deliberate, careful and proven investment and asset allocation process.
If you require experienced and professional assistance to manage you liquid investment portfolio*, we are the partner you need.
* Portfolios are typically over 200MM and are not the main source of income for the client.
EPICC is an investment group offering wealth management related services for clients that invest their liquid portfolios in securities, fixed income products, alternative investments and real estate.
We do not engage in investment banking services, nor do we extend commercial loans. We are not an investment advisor.
/ WHAT WE STAND FOR
Experience rooted in a deep understanding of private wealth management and aligned to each individual client partnership. Integrity and responsibility towards our clients’ investment needs.
Our team of professionals are independent thinkers, experienced in asset allocation, investment and risk management. We respect this independence of mind and foster long term thinking, crucial to successful investment performance.
We are committed to the interests of our clients; we understand that our work impacts the present as well as the future generations of the families we serve; we are committed to our colleagues and to communities where we work.
We treasure our clients’ trust; we understand that it is paramount for a successful and sustainable partnership.
/ WHAT WE STAND FOR
/ WHAT WE DO
Our firm is comprised of senior investment management professionals with 50+ years combined experience in private wealth and asset management. We are fully committed to maximize your assets growth potential, through carefully allocated investment strategies and portfolio risk management.
We understand that when trusting your family’s wealth to an investment firm, confidentiality is of utmost importance, and we value that trust.