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P.O. Box 7756 Rocky Mount, NC 27804
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(252) 443-7616
Asset Management & Financial Advice
Strategic Asset Allocation Portfolios
Creating the Best Mix for Your Risk Tolerance
The EAM Strategic Asset Allocation Portfolios offer clients a wide range of professionally designed asset allocation models appropriate for investors with varying investment goals, income needs, time horizons and risk tolerances. The investments that make up the portfolio are a combination Index Exchange Traded Funds (ETFs), Actively Managed Exchange Traded Funds and Mutual Funds. The strategies can be customized for tax-sensitive accounts and other constraints.
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