How We Simplify Private Markets

EPIC understands the barriers that prevent advisors from allocating to private markets and has developed solutions that remove these barriers. Our approach caters to the needs of individuals and families, enabling advisors to confidently offer private market solutions to their clients.

Advisor Needs

Existing private market solutions focus almost entirely on access. In reality, providing access only addresses a small subset of advisor needs. To act in their client’s best interest, advisors also need institutional-quality investment opportunities and consistent allocations without increasing their overhead.

How EPIC Meets Advisor Needs

EPIC’s solutions meet the needs of advisors looking to participate in private markets on behalf of their clients.

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