Epogee Capital Management, LLC

Epogee Capital Management is a registered investment advisor based in Boston, Massachusetts, founded and led by Jay Warner. Epogee Capital Management primarily offers ongoing portfolio management services tailored to each client's specific goals, risk tolerance, time horizon, and liquidity needs. The firm builds customized portfolios using a mix of mutual funds, individual stocks and bonds, real estate funds, exchange-traded funds, hedge funds, and private equity investments. Epogee Capital Management creates an individualized investment policy statement for every client and evaluates portfolios using fundamental, quantitative, and technical analysis. In addition to managing investments, Epogee Capital Management works with high-net-worth individuals and charitable organizations, taking responsibility for monitoring accounts and making investment trades on behalf of clients.