The E Team provides corporate executives, their companies, and other high-net-worth clients with wealth management solutions, including income generation, asset-allocation guidance, money-manager selection, individual security selection, and other diversification strategies. In addition to seeking wealth preservation and enhancement, the E Team creates portfolios for clients who use their invested assets to generate income.
For discretionary accounts, the E Team constructs customized portfolios that are diversified across the capitalization spectrum to mitigate risk, with a focus on growth at a reasonable price (GARP) and special situations (e.g., turnarounds, management changes, and high-potential growth), and managed in the context of a client’s comprehensive strategy.
Professional Recognition and Awards
- Forbes Best-in-State Wealth Management Teams 2023, 20241
