What is Epsilon? (Other than a Greek Letter 😜)

You’ve probably heard about many different ways to review your investments. Terms such as Alpha (α) and Beta (β) are common; they are used to analyze a portfolio’s rate of return and volatility. But will knowing your alpha or beta truly give you confidence that you’ll have enough money for the rest of your life?


Do you know the answers to the questions below?
Is your financial plan immune to a market correction?

Do you have enough money to live comfortably for the rest of your life?

If you beat the market this year, do you feel certain that you could take the extra money and give it all to charity without it affecting your lifestyle?

Could you take 20% of your money today and give it to your family?

How confident are you in your financial plan?


We developed the Epsilon Assessment to help people understand their own level of certainty that their assets are adequately positioned to meet all their financial goals. 

 to Discover your Epsilon™.

Click here to find out more about what your Epsilon™ means and how we calculate it.