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 strategies we execute involve:
1) Individual Stocks
2) Equity and Index Options
3) Equity, Index and Bond ETFs

Each one of these market instruments creates a variety of opportunities for our portfolio strategist to out perform the broader market index, the S&P 500. At EWM we have both the opportunities and the expertise to grow the investment accounts we manage for our clients. We have experienced much success using the funds of the best investment companies in the industry like Vanguard and State Street. We prefer using their products because of important features like liquidity.

Our active management process continues to add value relative to the broad market index, the S&P 500. Even well diversified portfolios will face inevitable market volatility and headwinds according to how they are positioned.


Research shows that most of the gains and losses in the stock market are due to the upward or downward trend. Our primary strategy allows us to take advantage of this market reality to generate returns that will outperform the S&P 500.

Market valuation is also very important. If the S&P 500 is overvalued we have the flexibility to sit in cash rather than stay invested in a market with very poor fundamentals. This flexibility allows EWM to capitalize on better market entry points. This is a huge advantage provided by our investment process. Our objective is to out perform the broader market index, the S&P 500.

Risk Management

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”.

We grade ourselves relative to other investment programs available to our clientele. We strive to be the best option available for growth and income.


Investing in financial markets involves risk of loss. Past performance does not guarantee future results. Options trading can be speculative in nature and carry substantial risk of loss. Options are not suitable for all investors.