Investment Advisory Process

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.