Equity Research & Portfolio Evaluation - E R P E - provides strategic investment planning, individual stock research and an in depth “risk/reward” analysis of existing investment accounts. John Gardner, CFP®, ERPE’s founder and president, offers high net worth investors disciplined investment portfolio management based on a disciplined methodology. ERPE’s time-tested Top 10 Tenets guide the investment process to achieve “Portfolio Optimization”: Reducing risk without sacrificing return.
