PURPOSE
We empower our clients to pursue their true purpose by securing their time and financial independence.
VEHICLES
Diverse investment options and vehicles designed to generate steady income and wealth creation.
PARTNERSHIPS
We form partnerships with expert teams, operators, builders, and developers who consistently deliver reliable, high-quality outcomes across market cycles.
CORE
VALUES
Our foundation is built on unwavering principles
that guide every decision we make. From our
investments to our interactions, we live our values
daily to create lasting impact and strong relationships.
5C Mindset
Be Grateful
Live the 20 Mile March
Be Authentic
Be Kind
Do the Right Thing
STRUCTURE
UNDERWRITING
CORE TEAM
CAPITAL STACK
EXIT STRATEGY
EXECUTION
DUE DILIGENCE
PRESIDENT'S LETTER
RICH JARVIS
Years ago, faced with uncertainty about my professional path, I shared my fears with my wife, Rebecca. After losing everything in the 2008–2011 market downturn while raising our five children, the prospect of starting over again was daunting. Her simple response—“Sounds like you need to start a gratitude journal”—changed everything. By focusing on the blessings of life, family, and purpose, my anxiety faded, and I found clarity to take the next step. That moment of gratitude became the foundation of Epic Capital Funds. Today, as I share our 2025 Epic Impact Report, I’m filled with gratitude for you—our investors, partners, and friends—who join us in pursuing “freedom of purpose,” the heart of our mission. This report celebrates the impact we’re creating together.
Our Mission: Achieving Freedom of Purpose
“Freedom of purpose” is the moment when you have the financial resources to support your lifestyle, the time to focus on what matters most, and the clarity to pursue what you’re called to do. Financial freedom, without purpose, is empty. Our goal at Epic Capital Funds is to help our clients achieve both—through deliberate partnerships and strategies that create lasting, generational impact. This mission is our North Star, guiding every opportunity we offer.
What Makes Us Unique
At Epic Capital Funds, three pillars set us apart: Purpose, Vehicles, and Partnerships. Our purpose is to empower clients to pursue their true calling by securing their financial and time freedom, enabling what we call “freedom of purpose.” We achieve this through diverse investment vehicles—carefully designed real estate and private equity opportunities that generate steady income and long-term wealth creation.
Our partnerships with expert teams, operators, builders, and developers ensure reliable, high-quality outcomes across market cycles. Together, these pillars drive our commitment to delivering exceptional value and lasting impact for investors.
Celebrating Our Partners
We are privileged to work with exceptional partners who share our vision and believe in our mission. Their character, commitment to impact, and collaborative spirit set them apart. They approach challenges with a long-term mindset, prioritizing our investors’ interests. These partnerships amplify our ability to deliver opportunities that align with our mission, creating meaningful impact together.
CHILD LIBERATION FOUNDATION
Epic Capital Funds proudly supported the Child Liberation Foundation with a $10,000 donation to further their mission of ending child trafficking and fostering a safer world for children.
HXP-HUMANITARIAN TRIP
Epic Capital Funds donated to support HXP’s mission and sponsored Rich and his son Joseph to spend 18 days in Costa Rica, working alongside local communities to build classrooms for special needs children
BOISE CHORISTERS
Epic Capital Funds is a proud sponsor because of the Boise Choristers Music Scholarship aimed at supporting local youth in their musical education.
GOOD SAMARITAN HOME
Epic Capital Funds is proud to champion this mission through ongoing financial support, with our colleague Rich Jarvis actively serving on the board.
IDAHO YOUTH RANCH
Epic Capital Funds is partnering with the Idaho Youth Ranch, a non-profit agency that offers emergency shelter, residential care, youth & family therapy, job readiness training, and adoption services to unattended youth throughout the State of Idaho.
RECENT MILESTONES &
PERFORMANCE METRICS
About our WHY
We invite you to deepen your partnership with Epic Capital Funds. Together we can build a legacy of purpose and impact that endures for generations. The road ahead is bright, and we are honored to walk it with you.
