Before founding Eppler Capital Funds, I spent nearly a decade helping clients manage
and evaluate their investment portfolios. As part of my prior role as Senior Portfolio
Manager at a registered investment advisory firm, I reviewed client portfolios every
single day, analyzing risk, diversification, and performance across stocks, bonds, real
estate, and other alternatives.
It taught me how to look at portfolios not just for returns, but for balance, suitability, and
alignment with each investor’s goals.
Now, even though my focus is on our promissory note fund and alternative investment
offerings, I still enjoy stepping back and helping people see the bigger picture, how all
the pieces fit together.
So this month, I’m offering a complimentary portfolio review for my network.
Here’s what it includes:
✅ A comprehensive look at your current holdings, public and private
✅ An assessment of income, diversification, and risk exposure
✅ Insights on where you might be overexposed or underutilized
✅ Practical ideas to improve portfolio efficiency or stability
This isn’t a sales pitch. There’s no obligation or agenda. It’s simply an opportunity to
gain a second opinion from someone who has spent years evaluating portfolios for
families, executives, and business owners.
If you’d like to schedule a time, just reply to this email or book a spot on my calendar
here:
Schedule a Call With Me
Sometimes a fresh set of eyes can reveal opportunities or risks you didn’t realize were
there, and I’d be happy to help.
