EWM has a consistent, reliable, and most importantly repeatable investment process. Success requires discipline and non-emotional execution. We have experienced measurable success staying with our process. Our portfolio strategist have a laser focus that is based on Growth and the appropriate degree of Risk Management specific to each client. Our core strategies are proven and tested over time.

The Financial Life Cycle is a model for visualizing the progressive stages we all go through in life on our personal financial journey. EWM advisors use this model to help people clearly identify where they are in their financial life. When people understand where they are on this journey they are inspired to take action.

Applying the appropriate degree of risk management is a core element in the investment process. The significance of this cannot be overstated. Our years of experience identifying, evaluating and managing opportunities in the stock market is invaluable to us. We manage assets according to each individual client’s risk tolerance. Our investment process provides tremendous flexibility. This is strategically important because it allows us to easily execute our strategies on a per client basis. At EWM we believe “If you take care of the downside the upside will take care of itself”.