Trustee Empowerment & Protection Inc. (TEPI)

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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
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.
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