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American Cowboy Will Rogers once famously said, "It's not the return on my investment that I'm concerned about, it's the return of my investment." He had the right idea. When it comes to investing, we believe you can't afford to take big losses during each recession.
We begin each client relationship with candid talk about investment risk, striving to match each client's portfolio with his/her desired risk score.
Most individual investors are at a distinct disadvantage to institutional investors when it comes to access. That's because elite private wealth managers generally don't allow access for individuals with less than $5MM.
E2i breaks down those access barriers by creating direct relationships with elite private wealth managers. By doing so, our clients get access to top tier talent that they wouldn't get though a normal brokerage firm.
E2i Financial is a fee-based investment management firm. Our clients know that we don't get paid commissions to sell them product. Our fees are simple, fair, and based on the size of each client's portfolio.
This approach reinforces the confidence our clients have that our interests align directly with theirs. Our success depends upon their success.
