Sean Hannon, CFA, CFP, (view all articles) is the publisher of EPIC Insights, a weekly newsletter providing Sean’s timely stock ideas and market commentary. Sean’s goal in EPIC Insights is to educate readers, giving them accessible advice they can use to manage their own financial future. The transparent portfolio that Sean has created in EPIC Insights has outperformed the S&P 500 during many investment cycles. Through this portfolio Sean offers readers a thorough understanding of his investing techniques, making them better equipped to manage their own affairs during a period of heightened uncertainty.
Sean is also president of EPIC Advisors, LLC. EPIC is a registered investment advisor offering separately managed accounts to clients ranging from high–net worth individuals to young families who are just starting to invest in the market. In an age of consumer mistrust, EPIC offers reliable financial services based on ethical business practices. Through solid research and disciplined risk management, Sean is among the highest-ranked risk-adjusted return investors on Covestor.com, a trade-sharing service that verifies trading activity and tracks performance.
Sean has over ten years of financial services experience, having worked for both Goldman Sachs and JP Morgan Chase. Having seen how complexity and lack of clarity can destroy the best ideas, Sean felt a large void existed that would allow individual investors to seize control of their own destiny while receiving professional assistance in an opaque market. He left the corporate finance world in 2008 to form a company based on the ideals of sound market research and transparent investor-client relationships. Hence EPIC was born.
Sean Hannon’s Company
2011 Update: Sean no longer provides this service.
EPIC Advisors, LLC, is a full-service financial planning and investment advisory firm that offers portfolio management and financial advisory and brokerage services. EPIC stands out from other advisors in its consistent performance, personalized and ethical approach, and competitive fees and tax efficiencies.
Most investors look for outside catalysts to drive a stock’s price. At EPIC, we believe that purchasing a stock is equivalent to buying a piece of a business. Over time, the ability of the business to generate cash flow will cause a company’s true value to emerge. Therefore, we focus on the economics of the company’s underlying business and attempt to purchase securities when the market does not perceive the same value we do. This approach may lead us to be early, but it also makes us right.
To EPIC you are more than an account to manage, you are an individual with specific financial needs. Just as EPIC studies and analyzes companies to manage your portfolio, EPIC will also study you to discover your risk tolerance and your financial goals and fears. At the same time, EPIC keeps no secrets—our methods are transparent and accessible to all of our clients.
EPIC offers competitive fees and tax efficiencies. EPIC’s fees are based on your account value. Thus, EPIC’s motivation is for your account to grow. There are no hidden fees, or external motivations or incentives regarding how your assets are invested. EPIC purchases individual stocks, which, unlike mutual funds, do not have a yearly tax. You won’t get taxed on a stock unless you sell it.
Sean Hannon’s Newsletter
2011 Update: Sean no longer provides this service.
Sean’s weekly newsletter EPIC Insights has a proven track record of success. The EPIC Insights model portfolio has frequently beaten the S&P 500 while taking less risk. As of May 17th, the portfolio has gained 18.7% since inception versus a decline of 8.9% for the S&P. Over 2,500 subscribers are now benefiting from Sean’s reliable insight into the markets and tips on weeding through myriad data, empowering themselves to take control of their own financial affairs.
EPIC Insights covers the following topics in a straightforward, easy-to-digest package:
The Week Ahead –Sean lays out important market-making events, including economic reports, earnings releases, and other events that could lead to swings in stock prices. Sean focuses on items he finds relevant and ignores many pieces of data that other investors may find notable.
Technical Trade – Sean uses simple trends and moving averages to identify trading opportunities. All new trades are accompanied by prices at which the trade should be closed. Sean believes that ending price is the only one that matters, and uses it to judge trends, stop-loss price, and so on.
Fundamental Trade – A long-term value investor, Sean outlines his research into fundamental trading ideas. Rather than using stops on fundamental positions, Sean revisits the investment rationale when a stock moves 20% against him.
Option Trade – Based on the market environment, Sean will recommend option trades. In general, Sean prefers to write, rather than buy, options and will always look for opportunities to receive premium while hedging his risk.
General Comments –Sean shares his thoughts on topics ranging from the capital markets to the economy to politics.
Current Recommendations –Sean tracks his investment recommendations and the performance of the EPIC Insights portfolio to date.