EPSILON FINANCIAL GROUP, INC.

Overview

Epsilon Financial Group, Inc. is an independent registered investment adviser that advises both individual and institutional clients, with a particular focus on individuals and families and small-business owners. The firm offers financial planning and portfolio management, operating primarily on a fee basis that includes percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. Epsilon Financial Group, Inc. runs a largely discretionary practice — the bulk of client assets are managed under discretionary authority — and implements portfolios through third-party pooled vehicles and manager relationships rather than acting as a capital allocator itself. Investment activity is tilted toward publicly offered funds as the core building blocks of client portfolios, with a sizable allocation to mutual funds and other public funds. The adviser is not positioned as an active ESG investor and does not describe itself as a multi-state or pension consultant adviser. In practice, the firm combines wrap-style and wrapped-fee approaches with standalone advice engagements to serve a mix of single-family and institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices