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Daniel Aronson
Managing Partner at Epiq Partners,
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Work Experience
Managing Partner
Present
CFA Society of Minnesota
Board Member
2007 - Present · 17 years and 11 months
Principal
2007 - 2012 · 5 years
Company Details
2-10 Employees
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
Year Founded
2012
Social Media
Linkedin
Industry
Investment Management
HQ Location
2919 Knox Avenue South, Suite 200 Minneapolis, MN 55408, US
Keywords
Investment ManagementInvestment CounselPortfolio ManagementFinancial Planning
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