Blog

What is Epic?

Posted by:

A team effort that takes your goals, risk profile and time horizon; and after a stringent screening process we design a customized portfolio solution based on your goals, financial situation, risk tolerance and time horizon.

Our diligent approach to evaluating, reviewing, selecting and monitoring investment managers for your portfolio ensures your money is working for you in the most effective manner.
Cy Korun, the President of Eastport Private Investment Counsel is a CFA charter holder, a Certified Financial Planner, and has received the prestigious MoneySense Approved Financial Advisor designation, which is only awarded to advisors who exceed MoneySense’s high standards in customer service, transparency and fees. Cy personally meets with every single potential EPIC client to ensure that the clients needs are being met.

At Eastport when we craft an integrated wealth management plan there are several facets of in house expertise that we can include. Whether your goal is to provide care for an aging family or establish a philanthropic legacy to make a difference in your community the Eastport Private Investment Counsel will ensure your needs are met.

Should you have any questions about the EPIC program and if it is right for you please contact us here at Eastport info@eastportfinancial.com.

0


About the Author