Rick Tasker launched his registered investment firm in 1993, following a career in
government and a number of years as an investment advisor to individuals and instructions with a leading national brokerage firm.
Seeking a better way for his clients, Rick took a leap of faith that investors would recognize the benefits of fee-based, objective professional support from
experienced professionals.
Crafting an institutional custody relationship with Charles Schwab & Co., Rick and his employees built a firm that has evolved to become McHenry / Epoch, Inc.,
an SEC registered investment advisory firm that is 100% fee-based, without commissions or hidden compensation. We work for you.
Clients include corporate retirement plans, individual investors and mission-driven investors such as foundations and endowments.
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