Eubel Brady & Suttman Asset Management, Inc

Investing In You

Five Point Onboarding Process

1 Discovery Meeting

  • Learning About You
    • Understanding Your Goals
    • What’s Important To You
    • Review Your Investment Needs
  • Share The EBS Difference
    • Investment Philosophy
    • Viewing Risk Differently
    • Aligned Interests
  • Review Next Steps

2 Data Gathering

  • Income & Expenses
  • Personal Financial Statements
  • Investment Statements
  • Estate Documents
  • Life Insurance Policies
  • Other Service Providers

3 Strategy Development

  • Review And Assess Data
  • Factor In Goals, Priorities AND Investment Needs
  • Define Strategic Recommendations
  • Identify Value Added Services To Implement
  • Meet And Present Strategic Plan
  • Confirm Assumptions And Capture Feedback

4 Finalization & Implementation

  • Update Strategic Plan
  • Discuss Milestones And Timelines
  • Discuss Desired Communication Cadence
  • Formal Approval And Implementation
  • Assign Action Items
  • Schedule Next Meeting

5 Ongoing Communication

  • Annual Meetings
  • Quarterly Reporting
  • Additional Meetings Scheduled As Needed

SERVICE EXPECTATIONS

EBS Wealth Management Professionals follow our Five Point Onboarding Process to help determine the investment approach most consistent with your goals, objectives and propensity for risk. Utilizing a team approach, we will collaborate with you to determine the Wealth Management Services that may apply to your unique circumstances.