Easy Steps to Save & Invest Money
Join the wave that saves and invest with Epic Trust Investment Adivisors 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 goals. That’s it! You can also easily transfer your old IRAs or 401ks over to your new account at Epic. Ask us for details on how to do this electronically or get our help to work with you 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.
Customizable Goals
We all know saving is important, but it’s a lot easier to stay motivated when you are working toward a specific goal – whether that’s a dream vacation, a car, a down payment, retirement, or something else - its up to you. Creating your goals is quick and easy.
Saving Simplified
Once you’ve set your goals, 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.
Track Your Progress
Each of your goals has a customizable screen that shows your progress. If you fall behind, we’ll remind you and give you tips to get back on track. And, if you want to take a deep dive into your progress, historical performance and transaction details are only a swipe away.
Disclosures
Investment advisory services are provided by Epic Trust Investment Advisors, LLC, a registered investment advisor. All investments involve risk, including the loss of 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. You must be at least 18 years old and a U.S. citizen, permanent resident or hold certain types of visas to open an account with Epic Trust Investment Advisors, LLC. Terms of use, privacy policy, and account agreement apply. None of the information provided by Epic Trust Investment Advisors, LLC is intended as an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Evati Advisory Services, LLC is not registered or where such offer, advice or solicitation would be unauthorized or prohibited.