EPIC INVESTMENT MANAGEMENT

Epic Investment Management was created to provide active investment management -- with an overall preference for equities -- to individuals and high net worth individuals. The firm began in Saint Petersburg, Florida in 2010 and moved to Boulder, Colorado in late 2012. A founding principle is that clients' desires include: direct access to their investment manager and key decision maker; transparency of all investment activity; separate accounts, with no pooling of assets; written and verbal communication; and exposure to equity markets. For clients whose primary needs are preservation of capital and current income, Epic is not a good fit... Epic Investment Management, LLC is an independent registered investment advisor, founded in 2010 and located in Boulder, Colorado. Epic is registered as an investment advisor and licensed by the states of Colorado and Florida... Epic's sole employee, President and Chief Investment Officer, John Carlson, CFA, is a 33-year veteran of the investment..

Primary location: Boulder United States