THE EV CAPITAL DIFFERENCE
Fiduciary Duty
As a fiduciary advisory, we always put the interests of our clients first. Every trade we place on your behalf and every financial move we recommend is designed to serve your specific needs.
Fee Only Compensation
Unlike many large advisors, we do not earn commissions for recommending specific products you may not even need. Our only compensation is what you pay us. No sales, just service.
Inclusive, Professional Portfolio Management
Most wealth managers require a six-figure account balance to work with them, putting their services out of reach for many middle-class workers and their families. We believe everyone deserves access to professional portfolio management services, so we keep our minimums low and will even give you time to build to it.
Active, Personalized Investing
Many financial advisors park client funds in mutual funds and review your portfolio once a quarter. There’s also little to no downside protection in cases of market drawdowns. We do things differently at EVCM. We actively review client portfolios daily to ensure you are positioned well to meet your financial goals and will look to provide downside protection when appropriate.
Our Services
Whether you’re just starting out or have funds to invest, we’re here to help you. Contact us below to get started.
Have us manage your assets, everything from stocks, bonds, options and commodities investing. Taxable and retirement accounts are welcome. Low minimums and easy account setup.
Come to us with any and all financial questions and needs. Pay hourly or per month, it’s your choice.
OUR FEES (DIRECTLY FROM OUR FORM ADV)
Let’s Work Together
If you're interested in working with us, complete the form with a few details about your financial needs. We'll review your message and get back to you within 48 hours.