Episteme Advisors

Overview

Episteme Advisors is a small, privately owned corporate advisory firm that provides portfolio management primarily to individuals, families and small business clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management rather than broader institutional consulting or pension work. Episteme is not identified as an active ESG investor and is not set up as a multi-state or related adviser; its operating profile on record is limited to traditional advisory activities.

Assets & Accounts

Investments & Alternatives