Asset Management Services
Proven Experience at Work for You & Your Money
We specialize in managing discretionary strategies for families, individual investors, and businesses. We don't sell investment products or insurance. And we don't receive commissions - ever. Our strategies are customized to meet your specific needs.
Investment Strategies Customized to Meet Your Personal Goals
Dividend & Momentum Investment Strategies
Creating the Best Mix for Your Risk Tolerance
A strategy focused on rising income and long-term growth
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Global Rising Dividend
The Global Rising Dividend Portfolio is designed for the portion of a client’s portfolio allocated to income and capital appreciation. It typically includes a mix of what we consider to be high-quality and deep value stocks that we believe can collectively deliver dividend income above the S&P 500’s yield, with the potential for both rising dividends and long-term price appreciation.
This strategy invests primarily in U.S. and global equities, with a focus on large-cap companies. We rely on rigorous fundamental research and diversification to manage risk, concentrating on businesses we believe are financially strong and/or significantly undervalued. While the portfolio is generally equity-focused, it may invest elsewhere in the capital structure when appropriate to its objectives.
The portfolio is intended to remain fully—or nearly fully—invested at all times, with low to moderate turnover.
A high-conviction strategy focused on growth potential
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Global Capital Appreciation
The Global Capital Appreciation Portfolio is intended for the more aggressive growth portion of a client’s portfolio. This strategy invests in U.S. and global multi-cap equities that we believe have strong potential for capital appreciation, driven by earnings growth and momentum. Deep value and special situation stocks may also be included when opportunities arise.
The portfolio is actively managed using our proprietary risk management system, which guides allocation decisions based on market trends, Federal Reserve policy, and investor sentiment. Technical analysis—particularly relative strength (momentum)—is the primary tool used to determine sector weightings. As a result, the portfolio may be concentrated in select sectors or holdings at times.
We combine rigorous fundamental research with technical analysis to guide both security selection and risk management. Portfolio turnover is expected to be moderate to high.
Active Share is measured and is generally expected to be high. [Learn more about Active Share here.]
Strategic Asset Allocation Portfolios
A professionally designed mix aligned with your goals
Our Strategic Asset Allocation Portfolios offer a range of model strategies tailored to different investment objectives, income needs, time horizons, and risk tolerances. Each portfolio combines index-based ETFs, actively managed ETFs, and mutual funds to create a diversified investment mix.
Strategies can be customized to account for tax considerations or other specific client constraints.
Fixed Income Investments
Customized bond strategies for income, stability, and diversification
At EAM, we design custom bond portfolios tailored to each client’s risk tolerance, income needs, and long-term goals. Fixed income can serve as a standalone portfolio or as part of a broader asset allocation strategy.
Investors may turn to bonds to create more stable income, match future liabilities, or reduce overall portfolio volatility. In today’s low-interest-rate environment, a properly structured, high-quality bond ladder can offer a compelling alternative to CDs.
Our bond strategies include:
Municipal Bonds – for tax-free income
U.S. Treasury Securities – for principal safety
Corporate Bonds – to seek higher yields
*The value of fixed income securities fluctuates and investors might receive more or less than their original investments if sold prior to maturity. Investments in debt securities involve a variety of risks, including credit risk, interest rate risk and liquidity risk. Investments in debt securities rated below investment grade (commonly referred to as 'junk bonds') might be subject to greater levels of credit risk and liquidity risk than investments in investment grade securities. Investors who own fixed income securities should be aware of the relationship between interest rates and the price of those securities. As a general rule, the price of a bond moves inversely with changes in interest rates.
Alternative Investments
For properly qualified and accredited investors
Diversification • Income Enhancement • Return Enhancement
With long-term interest rates near historic lows, the traditional 60/40 portfolio may be less effective than in the past, both in terms of return potential and downside protection. Alternative investments can complement a traditional allocation by targeting objectives such as improved yield, enhanced return potential, and reduced portfolio volatility.
We offer access to a broad range of alternative strategies for properly qualified investors, including:
Equity & Fixed Income Hedge Funds
Direct Real Estate
Private Equity
Private Credit
Exchange Funds