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EPL Investment Advisory
EPL Investment Advisory provides a comprehensive range of investment advisory and financial planning services to help individuals, families, and businesses...
EPL Investment Advisory
EPL Investment Advisory provides a comprehensive range of investment advisory and financial planning services to help individuals, families, and businesses build, preserve, and manage their wealth. Their personalized approach focuses on financial goals, risk tolerance, and long-term objectives, with tailored investment strategies and ongoing guidance. Services include wealth management, trust accounts, IRAs, employer-sponsored retirement plans, tax-free rollovers, defined benefit plans, Roth IRAs and SEP plans, and estate planning.
General information
Firm type
RIA
Location
City
Mesa
Principals
Eugene P. Lynch
Principal
Sector focus
Frequently asked questions
What is EPL's known posture on co-investments alongside external managers?
The firm largely avoids fund commitments and prefers to originate its own deals directly, particularly in real estate credit. It is not known to participate in broad co-investment clubs or to coinvest alongside institutional private equity or private credit funds. Its deal flow is relationship-driven, sourced through direct borrower contacts and a narrow circle of intermediaries.
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