The Epic Idea

Epic Capital's foundation was built upon one simple idea. This idea is actually often preached, but seldom practiced. An idea so simple, that it must be easily overlooked or too obvious to see, because most “big” investment firms have seemingly lost sight of it. The idea stems from our relationships with clients for whom we have worked with for over sixteen years. Our one simple idea is this: every client is unique and different than any other client; therefore each and every portfolio and investment plan should be unique and different than any other portfolio or plan of any other client.

We don't define our clients by the wealth that they have created. We define our clients as individually-minded successful individuals that are fathers and mothers to their children, husbands and wives to their spouses, grandfathers and grandmothers, community involved neighbors, and friends or co-workers to an even greater numbers of individuals that they have met over their lifetime. Our clients have an impact on the lives of others – each and every day – in some way, some form, or some fashion. We respect this, and we respect them – each and every day. Money does not define someone; money simply helps define the things that are important to someone – and we look to find out what those things are.