Epic Trust Investment Advisors

Easy Steps to Save & Invest Money

Join the wave that saves and invests with Epic Trust Investment Advisors Automated Managed Portfolios. The Epic Trust Investments App lets you get started saving and investing for future goals with a few simple taps – all the tools are right in your hands. The app is easy to use and designed to empower you to set, track, and achieve your financial goals.

How does it work? Simply download the app, open an investment account with a few easy-to-follow screens, link your bank account, and start contributing towards your future goals. That’s it! You can also easily transfer your old IRA's or 401k's over to your new account at Epic. Ask us for details on how to do this electronically or get our help to work with your old employer to move your money back into your control.

Simple & Secure

Our advanced security features are backed up by actual humans who provide another layer of security and oversight.

Saving Simplified

Once you’ve created your account, you can set up recurring contributions – this makes saving convenient and easy, and frees you up to focus on your daily life. Want more control? You can make manual contributions as frequently as you want.

Disclosures

Investment advisory & Financial Planning services are provided by Epic Trust Investment Advisors, LLC, a registered investment advisor. Brokerage services for the Epic Trust Investing App are provided by Tradier Brokerage, Inc., a registered broker/dealer and member FINRA/SIPC. All investments involve risk, including the loss of the principal investment. Investments are not FDIC insured. Past performance does not guarantee future results. Before investing, you should consider your investment objectives and Epic Trust Investment Advisors LLC's fees and expenses.
Not intended as an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Epic Trust Investment Advisors LLC is not registered. Information provided by Epic Trust Investment Advisors LLC or it's App customer support is educational only and is not intended as personalized investment or tax advice.
Epic Trust Investment Advisors LLC is NOT a Bank, Trust Company, or depository institution.