Epoch Capital US provides investment advice to pooled investment vehicles, including developing and implementing investment strategies, identifying investment opportunities, executing investments, and monitoring and disposing of investments. Epoch generally tailors its advisory services and investment strategies to the needs and goals of each client, factoring in risk profile, asset allocation, and liquidity needs. Epoch's clients will have exposure to trading strategies pursued by affiliated investment managers.
Assets Under Management$370M
Clients6
AdvisorsN/A
Avg. per Client$61M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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