Essential Investment Partners
Essential Investment Partners is a leading investment advisor and wealth manager that serves individuals, families, foundations, and other institutions. It provides a full range of institutional-quality investment services, focusing on consistent returns with controlled risk. Whether researching stocks, mutual funds, closed-end funds, hedge funds, or ETFs, EIP seeks investments that are likely to deliver consistent and reliable results.
Clients receive a highly personalized and customized set of services, including:
- personal financial advice
- investment policy preparation
- asset allocation
- portfolio management
- coordination with legal and accounting advisers