int oir process

Process

Our daily, roll-up-your-sleeves approach to financial analysis allows us to create investment solutions and services that are geared toward meeting your specific needs.

How do we do this? Advocacy and professional intimacy are the keys to our success.

First, we build an understanding of you and what you need. Then, we create a detailed plan designed just for you. Our investment advice includes thoughtful recommendations based on our financial expertise, always putting investment merit first. Once the plan is implemented, we will monitor progress and update you with regular communications and reporting.


Our Portfolios

  • The EPIQ Preservation portfolio includes investments in bonds that offer low volatility with stable returns, including direct and indirect exposure to high-quality corporate debt, government, agency and municipal securities. Portfolio positions are monitored closely based on the prevailing interest rate environment.
  • EPIQ Income is a total return (Income + Appreciation) investment tool. Investments include income producing securities with stable cash flows, as lower risk profiles equal more stability and predictable income streams. This investment solution may include equity call and put options, as well as investments in "alternative" opportunities to mitigate risk.
  • The EPIQ Appreciation portfolio offers long-term capital appreciation through investment in companies with competitive advantages, strong financials and proven management teams. This investment solution may include equity call and put options, as well as investments in "alternative" opportunities to mitigate risk.

We have designed three distinctive EPIQ portfolios, each including positions that are well-understood and researched by EPIQ's knowledgeable team. Each position is purchased with a focus on attractive valuations and monitored for progress with attention to volatility.

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Contact Us

2919 Knox Avenue South, Suite 200
Minneapolis, MN 55408

612.843.4800 office

EPIQ Partners is committed to building long-lasting relationships

Our managing partners believe client intimacy and professional advocacy are what makes this firm special and different from other investment firms. We bring a partnership approach to all of our relationships.

We offer a retainer-based, fee-for-service model to ensure the highest level of transparency and alignment.