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Our Unifying Principals

Build a Plan

Life is unpredictable. The best way to increase your probability of success is to create an all-encompassing plan—not just a portfolio—matched to your specific needs. Through our in-depth knowledge and expertise, EIA helps you align your expectations with your resources and capabilities, and works with your other trusted advisors to help you understand the exact steps you need to take to achieve success.  Your Plan is not static. It is our job to work with you in response to changes in your life and in an ever-changing environment.

Communication

We believe consistent communication and transparency are vital to any partnership, which includes being responsive to your needs and meeting on a regular basis.  We want to be a resource to you and believe communication is an important tool in helping you achieve your goals.

Behavioral Management

Emotional decisions can be detrimental to a portfolio and your plan. Evidenced-based research anchors all of the decisions we make at EIA. The data suggests that investors who follow a plan and investment strategy based on your unique risk profile are more likely to reach their goals than those who react to day-to-day headlines.

Goals Based Portfolio Management

Your portfolio is the backbone of your EIA integrated wealth management plan. Through the discovery portion of our planning phase, we develop an in-depth understanding of your unique family needs and individual circumstances. Using a combination of wealth management knowledge, historical perspective and a consistent process, we develop a goal-oriented portfolio that supports your overarching plan. By avoiding excitement and maintaining a relentless focus on our established client goals, we weather fluctuating markets with steady calm, always conscious of cost and tax efficiency.