Since it’s original formation in 1998, Trustee Empowerment & Protection, Inc. (TEPI) has been dedicated to serving investment advisors, accountants, estate planning attorneys, portfolio designers, and financial planners alike to pursue the best interests of their clients by helping them to identify choices that best fit their clients’ investment objectives.
TEPI’s flagship service, The PowerAnalystSM , is an independent and fully transparent service utilizing a patented process which has been used to comparatively evaluate investment choices within thousands of individual and retirement plan portfolios with billions of dollars in total assets.
Using The PowerAnalystSM , Registered Investment Advisors are able to increase client satisfaction, AUM and revenue, efficiency and capacity, and compliance documentation.
The PowerAnalystSM provides investment advisors with an independent investment advisory analysis to comparatively evaluate their firm’s investment choices by scoring and ranking them against thousands of choices in a manner specific to their investment objectives using weighted blends of performance characteristics to identify superior managers, dramatically improving investment choice selection for their individual high net-worth clients, retirement plans, family offices, pools of recommended choices, Sovereign Wealth Funds, and their own model portfolios.
“The patented process behind The PowerAnalystSM service may be “an evolving best practice for use in selecting and monitoring the performance of investments” ~The Wagner Law Group’s opinion of counsel.
“The PowerAnalystSM utilizes a process which “filters out irrelevant information, focuses on relevant information, and identifies investment choices that are most likely in an investor’s best interest and most closely satisfy their risk/return preferences.” “ ~C. Michael Carty, Wall Street Quant
Trustee Empowerment & Protection, Inc. is a registered investment advisory firm based in Troy, Michigan.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 755 W Big Beaver Rd,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://tepi.tech
- Keywords
- RIA, retirement, 401k, registered investment advisor, fiduciary, financial analysis, model portfolio, individual investor, family office, analyst.
- HQ
- Troy, Michigan
- Competitors
- Sterling Signal, Decision Technologies Corporation.
Trustee Empowerment & Protection Inc. (Tepi) Questions
Trustee Empowerment & Protection Inc. (Tepi)'s website is http://tepi.tech
Trustee Empowerment & Protection Inc. (Tepi)'s LinkedIn profile is https://www.linkedin.com/company/tepi
Trustee Empowerment & Protection Inc. (Tepi) has
6 employees.
View email and phone details for 6
employees at Trustee Empowerment & Protection Inc. (Tepi).
Trustee Empowerment & Protection Inc. (Tepi)'s industry is
Investment Management
Trustee Empowerment & Protection Inc. (Tepi)'s top competitors are
Sterling Signal,
Decision Technologies Corporation.
Trustee Empowerment & Protection Inc. (Tepi)'s categories are Investment Management
Trustee Empowerment & Protection Inc. (Tepi)'s founding year is 1998
