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Investing doesn't have to be a complex, mysterious or laborious process. We believe in keeping things as straight forward and simple as possible. We are portfolio managers. That means we directly manage a personalized investment portfolio structured especially for you based upon your individual needs and circumstances. We don't "farm out" the investment process to cookie-cutter mutual funds or lump you in as a number with faceless investment schemes.
We use ETFs- Exchange Traded Funds- as our primary tool in portfolio construction because of their low cost, tax efficiency and ability to effectively move into or out of various sectors or asset classes based upon our research and your objectives.
EWM is a fee only advisor. We don't charge transaction commissions and we are never paid by a third party such as a mutual fund or insurance company to "push" their products on you. Our clients pay for services via an asset management fee based upon the value of the portfolio assets being managed. Our clients appeciate this relationship because it puts us on the same side of the table and aligns the interests of the Investment Advisor with those of the client. Our Account minimum is $100,000 You are invited to inquire about our services by calling or emailing us. It is our pleasure to offer you a complimentary one hour consultation to explore how you can benefit from a relationship with EWM. We look forward to meeting you. (Simply click the "Contact Us" link to your left) |
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Our Services |