EPIQ Partners Email Format
Investment ManagementUnited States2-10 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