Investment Management

Investment Management

Our specialty is creating individualized investment portfolios that are intended to meet your growth and income goals. We cater to both individuals and organizations by applying a prudent approach to asset preservation and risk tolerance. Our portfolios consist of carefully selected investment instruments that may include individual stocks, institutional mutual funds, exchange traded funds (ETFs), individual bonds and private investments. To incorporate our macro investment outlook, a thoughtful, top-down allocation is applied to all of our portfolio construction.

Portfolios are generally structured utilizing a balanced approach to growth and risk and are continually monitored for compliance and performance. An “open architecture” approach is employed to populate the portfolio with managers who meet our stringent criteria for performance, risk, expense and correlation. With help from our research partners, we supplement portfolios with carefully selected stocks and bonds. We are happy to fully engage clients who desire to participate in the investment process as well as those who are more inclined to just review our progress.

As fiduciaries, our only goal is making sure the investments selected for your portfolio are in your best interest. This is an important distinction, because other financial advisors may not always be acting in your best interests. At EHD Advisory, we guarantee that our clients’ interests are always a priority. The best business relationships are built on trust, and we intend to earn your trust each and every day