E2i Financial Group has a national client base that includes both institutional and private investors.
E2i Financial Group offers tailored portfolio management services to individual investors, ensuring that their portfolio aligns with their investment goals. Utilizing our proven tactical asset management style, each client's assets will be managed with an emphasis on going "risk off" when the market is trending ominously while conversely acting opportunistically when the market is trending favorably.
An Investment Advisor Representative will be assigned to each client ensuring that your needs and concerns are always met promptly and that your preferred form of communication is respected.
