The essence of our approach is based on a pledge to act in your best interests.
This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know you, your family, your goals and your most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of your life.
The cornerstone of our approach is our investment philosophy, which is built on a deep understanding of how to best capture the returns of the financial markets. We like to call it; The Scientific Art of Investing. Our approach is based on established facts and real evidence, not empty opinions or the media’s “flavor of the month” speculation.
Investment planning is, of course, just one part of the EBI experience. How do your taxes impact your savings? Do you have the right insurance? Do you have an estate plan? Are you taking on the right amount of risk?
As your trusted coach, these are the questions we help you answer. Our goal is to free you from worrying about the daily ups and downs of the market, so you can focus on the things that really matter.
When it comes right down to it, far too many “financial advisors” are in the business of selling products, not serving you.
We take a different approach. Every decision we make is measured against how well it helps you achieve your goals. Our interests are aligned. We’re here to do what’s right for you.
We don’t expect you just to take our word for it. We’re here to provide as much information as you need to make confident, informed decisions about your money and your future. We work with you, side-by-side, so you feel fully up-to-speed and in the loop on the best way to achieve your goals.
Your future – and even your financial security – is about more than just investments. It’s about helping you craft a plan to protect what’s yours and manage risk across your entire financial life. Taxes, insurance, trusts, Social Security and charitable giving, all play important roles in determining your best course of action. We get to know any business or interests you may own, integrating and balancing these critical aspects into your overall financial plan.
Our investment philosophy is built on the idea that making investment decisions based on decades of peer-reviewed research is far better than relying on the latest “hot tip” from media pundits. We review the research and we take it to heart – putting the science of investing to work on behalf of our clients every day.
We don’t hide any costs, anywhere. Our fees are always fully discussed and disclosed up front. No hidden commissions. No kickbacks. That’s how it works. The way we serve our best interests is by recommending what’s best for you.
We believe that doing what’s best and doing what’s right should be one and the same.