EPIQ Partners, LLC is a boutique investment office for successful families and their related interests.
EPIQ Services:
- Investment Counsel
- Portfolio Management
- Solution Driven Advice
EPIQ Differences:
- Intimacy and Advocacy (Maximum Client to Advisor Ratio of 30:1)
- Fee-for-Service Relationship Model (Retainer-Based Fees)
- Committed Managing Partners (We Invest in the same Opportunities Sharing the Risk and Rewards)
EPIQ Strategies:
- EPIQ Appreciation
- EPIQ Income
- EPIQ Preservation