Asset Management
Objective Advice
Markets fluctuate, trends come and go, but one thing will remain the same - we will continue to sit on the same side of the table as our clients. At EPG, we believe that a natural partnership is created between the clients we serve and our firm by delivering objective, fiduciary advice. Since our firm is independent of any large institution influencing the advice we offer clients, we can be focused solely on what is in their best interest.
TRANSPARENT FEES
At EPG, we're committed to being fully transparent regarding our fees. We charge a fee on the advisory accounts we manage, making a direct correlation between our compensation and our client's success. We believe this fees structure reinforces our partnership with our clients and help mitigate any perceived conflicts of interest.
ACTIVE MANAGEMENT
Our Investment Philosophy includes both strategic and tactical investing styles. Client accounts are proactively monitored to participate in evolving markets. We closely monitor both macro and micro trends. Our firm leverages highly sophisticated technology to integrate our clients' risk tolerance, time horizon, and investment objective.
Sample Investment Objectives
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