What type of clients do you serve?
EBS serves institutional and individual clients. Institutional clients we serve include endowments, foundations, corporations, municipalities and ERISA plans. Individual clients include personal/joint, trusts, IRAs and other retirement accounts.

What are your account minimums?
Please contact us to discuss how we might be able to serve your investment needs.

How is EBS able to meet my investment needs?
EBS has over a dozen styles of management. These styles range from all stocks to all fixed income securities. All portfolios are individually managed in separate accounts to meet the needs of each individual client.

Is EBS a custodian or a brokerage firm?
Actually, we are neither. EBS is an Independent Investment Adviser. We have over two-dozen brokerage relationships, which affords us great flexibility in meeting our clients' needs.

How does EBS charge for these services?
Typically, we are a fee-based investment management firm. The fee is based on the style of management chosen and the dollar amount of the assets that we are managing.

Are the fees charged tax-deductible?
In certain circumstances they are; however, you should always consult your tax Adviser.

What steps are needed to open an account with EBS?
The first step is to download and review EBS's Investment Advisory Agreement.

After you have obtained the information requested in the agreement, please contact one of our Consulting Services professionals. During this meeting we will discuss your preferred custodial relationship, your current investment situation, as well as your investment goals and objectives.

Are you regulated?
We have been a Registered Investment Adviser since 1993, and are regulated by the U.S. Securities and Exchange Commission (SEC).