EPIQ

As your primary partner, we use our first-class network to optimize all aspects of your family and financial life. Working with us means access to exclusive investment options, cutting-edge technology, and highly-skilled experts... We create customized plans that best suit your needs - we'll never fit you into existing products and you'll have flexibility over your investment decisions. Our clients trust us to always work in their best interests... Everyone on our team brings their own expertise, experience, and personal touch, presenting clients with unrivaled collective knowledge and specialized care. Our people - from our partners to our portfolio managers - are what make us the human side of wealth management.

Also known as: EPIQ Capital Group, EPIQ Capital Group, LLC