Investment Advisory Process
Step 1: Determine your risk profile & objectives
Our personal consultation with you, your CPA® & Attorney profiles investment needs/time horizon/risk level.
Step 2: Set your Investment Policy Statement (IPS)
ETA personalizes your asset allocation strategy. The IPS maximizes returns relative to your risk tolerance.
Step 3: Diversify assets across asset classes
We implement your IPS in a well-diversified portfolio with the country’s best money managers by class.
Step 4: Rebalance your portfolio
We carefully monitor your investments. When they grow inconsistent with your IPS we rebalance—often.
Step 5: Provide you performance reporting
ETA communicates with you regularly with monthly account detail and quarterly performance reports.