EPIC Advisors Partners with Texas Firm
ROCHESTER, NY, May 20, 2009 -- EPIC Advisors, Inc. announces that it has entered into a strategic partnership with Structured Wealth Management, Inc., Fort Worth, Texas, to represent EPIC's services in the southwestern United States, specifically Texas, Oklahoma and New Mexico. In its role, Structured Wealth Management will provide heightened visibility for EPIC to bank trust departments and other financial intermediaries in these states. According to Todd Latham, Executive Vice President & Principal of Structured Wealth Management, "On behalf of EPIC, we will be primarily focused on developing and initiating bank trust department and other financial intermediary relationships for EPICoffering high-touch, solution-driven services for retirement plan sales."
George Curry, Director of Business Development for EPIC adds, "EPIC continues to expand our presence and exposure to the financial services community. Todd's experience in the bank trust channel will continue to extend our reach into new geographies."
Todd Latham co-founded Structured Wealth Management in 2008. Structured Wealth Management is a Registered Investment Advisor offering fee-based investment management and consulting services, with a focus on qualified plans sold through bank trust. Before co-founding Structured Wealth Management, Todd was the Vice President of Institutional Money Management/Southwest with OBS Financial Services, Inc., responsible for introducing OBS to the community bank trust channel in the southwestern United States. For more information on Structured Wealth Management email todd@structuredplans.com.
About EPIC Advisors
EPIC Advisors, Inc. is a leading full-service 401k plan recordkeeping firm serving financial institutions and small to midsize companies since 1993. Headquartered in downtown Rochester, New York, with 72 full-time employees. EPIC currently serves clients in 33 states comprising over 1,030 retirement plans with $3.5 billion in assets. Robert F. Judd serves as President and James M. Genthner as Executive Vice President. EPIC specializes in participant-directed plans, using daily valuation recordkeeping. For more information about EPIC Advisors, visit www.epic1st.com, and www.401ktalk.com.
###
Click here for more material dealing with current trends, opinion, news, legislative action, investments, marketing, sales, consulting, and legal issues on 401k plans.
This is a press release provided by the company or its representatives. 401khelpcenter.com, LLC is not the author of this release and is not associated or affiliated with any firm or organization mentioned unless otherwise noted. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by 401khelpcenter.com, LLC.
