Ep Wealth Advisors, LLC
EP Wealth Advisors, LLC is a Torrance, California-based registered investment adviser founded in 2004. The firm employs approximately 557 professionals and provides wealth management and investment advisory services primarily to individual clients, including both high net worth and non-high net worth clients, as well as charitable organizations, pension plans, and some corporations. EP Wealth is recognized for comprehensive financial planning and fiduciary investment management across the United States.
Investment Strategy
EP Wealth Advisors, LLC offers customized investment solutions focused on long-term wealth preservation and growth, using a diversified mix of equity, fixed income, and alternative investments. The firm's approach emphasizes disciplined portfolio construction, ongoing risk management, and alignment with each client’s financial goals. They serve a broad base of individual clients and institutions, providing personalized strategies with a fiduciary commitment and financial planning at the core of their process.
Top Holdings
Equity Positions (1,411)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 9.98% | $1.52B | 3,463,113 | $288.60 | $438.40 | +$281.0M |
B BIV | VANGUARD BD INDEX FDS | 3.09% | $469.6M | 6,071,963 | $75.69 | $77.34 | +$56.5M |
A AAPL | APPLE INC | 2.88% | $438.4M | 2,136,596 | $126.52 | $205.17 | -$9.6M |
V VIGI | VANGUARD WHITEHALL FDS | 2.86% | $434.6M | 4,821,980 | $80.12 | $90.12 | +$78.1M |
I IGSB | ISHARES TR | 2.69% | $409.0M | 7,752,802 | $51.40 | $52.76 | +$109.9M |