Episteme Advisors

Overview

Episteme Advisors is an independent registered investment advisory firm organized as a corporation and owned by an individual. The firm provides fee-based portfolio management, charging a percentage of assets under management, and lists its primary advisory offering as portfolio management for individuals and small businesses. Its client base includes both individual/family and institutional relationships, and the firm reports no active ESG investing program. Episteme does not act as a capital allocator to external managers and does not identify as a multi-state or newly formed adviser. Its business model is narrowly focused on discretionary portfolio management rather than pension consulting or running related adviser networks.

Assets & Accounts

Investments & Alternatives