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.

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Trading Graphs on Computer Monitor

Our Strategy

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