Investment Management

EJM Wealth Management takes a holistic approach to develop a customized investment strategy for each client. We start by meeting with you to understand your goals and learn more about your financial situation, including current investment portfolios, cash flow, and other assets. After that discussion we develop a customized investment strategy that incorporates your financial profile, investment goals and retirement plan. 

Clients should generally expect a customized investment strategy based on the following:

  • Strategic core investment positions complemented with tactical and opportunistic investments across a wide range of asset classes to maximize returns and manage risk
  • A broad range of investment vehicles and security types
  • A focus on:

            - Relative value and growth
            - Total return (price appreciation and income)
            - Risk management
            - Tax efficiency