EIA
specializes in portfolio and money management. We
manage our client's assets that are already held by a national
brokerage firm. Assets are not held by EIA.
Use
Our Expertise
EIA will
suggest a number of national brokerage firms to you,
with the intent that these firms will provide the best services
with the lowest price. No compensation will be received from
or solicited by E
investment adviser.com from the suggested
brokerage firms.
You
Are In Control
It will be the client's ultimate decision where their assets are
held. All money management is done on a discretionary basis.
Fees are asset-based and charged as a percentage of assets
managed. Refer to Fees page for more details.
We recommend that accounts greater than $1,000,000 be held
at a major brokerage firm. EIA will ask the major brokerage
firm to track the managed account against other money
managers and a copy of the performance will be sent to the
client on a quarterly basis.
Send
mail to smgreen@einvestmentadviser.com