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    WHAT'S IN A PORTFOLIO REVIEW?

    We provide you with a portfolio proposal based on Markowitz’ Nobel Prize-winning Modern Portfolio Theory and Efficient Frontier principles customized to your goals and financial situation.

    In a Portfolio Review, You'll Receive:

    • One-on-one time with an EP Wealth Advisor (when you have $500,000 in investable assets)
    • Analysis of your investment returns, allocation, risk, and tax efficiency
    • An asset allocation recommendation based on your personal financial situation

    At EP Wealth Advisors, we go beyond investments to help create financial plans that incorporate tax, estate, and insurance. But we don't stop there. We help you implement your financial plan by following up with your individual action items.

    FIND A FINANCIAL ADVISOR NEAR YOU

    Our breadth of coverage across the U.S. means we’re local—here to serve your needs at your convenience.

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