INVESTMENT DUE DILIGENCE

Epstein Financial utilizes The Scorecard, a proprietary fund evaluation resource. A review of the process and metrics will demonstrate a due diligence process that is much more robust than a majority of analytic tools available to plan sponsors. The analysis looks beyond performance to a multiple of quantitative and qualitative characteristics that provide greater insight into performance attribution and more confidence in a fund's ability to continue to deliver in accordance with expectations. While past performance is not a guarantee of future results, The Scorecard has been back-tested to reinforce the evaluation methodology does add a significant amount of value in identifying superior performing funds.