Investment Solutions

Given the staggering array of investment choices available to clients, it can be difficult to separate different options. EBM can expertly guide clients through these options, resulting in cost-effective and robust solutions tailored to their specific needs. Our approach is structured, consistent and easy to understand.

EBM’s Investment Philosophy is designed to deliver client portfolios with specific risk and return characteristics. Our philosophies are academically proven.

In summary, our key investment beliefs are:

1.   Markets Work

2.   Risk and Return are Related

3.   Diversification is Essential

4.   Portfolio Structure (Asset Allocation) Explains Performance

5.   Costs and Taxes Matter

In practice, these core beliefs mean the implementation of our investment philosophy is primarily delivered through low-cost, comprehensively diversified, managed investment trusts in each Asset Class and Sub-Asset Class.

EBM is one of the few wealth management firms to have fully documented its investment philosophies and processes in a single, academically referenced document. This clear, concise guide to portolio construction governs how we build portfolios for clients and takes the guesswork out of selecting investments to build wealth.

Investment Philosophy (pdf 0.2MB)

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