top of page

About Us

Estate Portfolio Management Inc. Analyzes, designs, and implements a portfolio strategy that reduces risk and leverages policies to secure an optimal return for investors.

Analysing data

Our Goals

Estate Portfolio Management strives to offer the highest quality alternative asset class strategy solution tailored to meet the specific need of
Accredited, Qualified, and Business clients.

​

​

Our Mission

Estate Portfolio Management creates diversified life settlement strategies by leveraging policies
in order to provide optimal returns while reducing risk.

Skyscrapers
Trading Graphs on Computer Monitor

Our Strategy

Analyze, plan, implement and deploy assets that maximize the strength of the Life Settlement
secured asset class.

EstatePoD14aR02aP01ZL-Harrison2a_edited.png

433 Plaza Real

Suite 275

Boca Raton, FL 33432

Send us a message
and we’ll get back to you shortly.

Thanks for submitting!

Estate Portfolio Management, Inc. holds itself out as a private investment company pursuant to The Investment Company Act of 1940, Sections 3(c)(1) and 3(c)(7).

© 2021 by Estate Portfolio Management Inc.

bottom of page