Working With Us draft

As your family’s primary trusted advisor, we will help you understand and evaluate the many important financial decisions that affect you and your family over time.

We will help you define your financial goals and provide you with input and analysis regarding your overall asset allocation, debt structure, retirement savings, and other areas of your personal financial situation. We will develop a plan to help you reach your goals, and adapt your plan as your circumstances change over time and as new challenges and opportunities emerge.

We interface with your other advisors – CPA, attorney, insurance agent/broker and banker – as necessary to meet your goals. Working with your existing advisors or other professionals, we can ensures all aspects of your financial plan are coordinated and implemented efficiently to meet your goals.

Our Approach

Our client relationships typically follow these steps, but are adjusted to every situation:

  • Meet with clients to determine compatibility in client needs with our approach
  • Gather information gathering to establish the client's current financial picture and financial needs
  • Determine client risk profile (tolerance for, and ability to take on risk)
  • Develop Investment Policy Statement (IPS) clearly spelling out services we will provide and approach we will take in addressing client needs
  • Open accounts to hold client assets and link to our management system
  • Transfer of client assets to new accounts
  • Invest client assets according to IPS, only no-load, well-diversified investments are utilized
  • Manage client assets, rebalancing as needed to maintain portfolio risk levels
  • Meet regularly with clients to update financial needs and review progress toward meeting needs
  • Report client-managed accounts quarterly
  • Send billing statements quarterly
  • Report tax information annually
  • Adjust the client’s plan as needed, to incorporate changes in financial needs and resources, or life events



Epsilon Expertise

By sharing our knowledge of modern investing principles with you, and by aligning those principles with your personal goals and aspirations, we help develop the confidence and discipline necessary for you to achieve superior results through all market cycles.

Our no-nonsense approach to investing is a refreshing change for investors who have been dissatisfied with traditional investment firms. Our clients include educators, physicians, attorneys, business owners, and retirees. Some have modest income and wealth. Others have more. They are fathers, mothers, sons, and daughters; trustees, charities, 401(k) plans, foundations, and endowments.

Personal Financial Planning and Wealth Management

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Portfolio Management for Trustees and Fiduciaries

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Generational Wealth Counseling

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Retirement Plan Solution

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