Still accepting new clients
EAM4
lowest risk – highest return.
We are a Equilibrium Asset Management compay (EAM) built around one idea: nobody makes a good decision while being rushed. You get the whole picture, in plain language, before anything happens.
- Essentials Service Clients
- HNWIs
- Families
- Specialized Clients
- Retirement Planners
18 yrs
Working in Financial Planning Industry
7,000+
Clients currently in our care
30 min
Standard exam with financial expert
7 days
Open every day of the week
Low-stress handling
We bring you peace of mind, protecting your future against risks with detailed plans.
Lab results in-house
We always continuously conduct research to further optimize financial strategies.
Quick test for your case
We have a quick exam, quickly evaluate your situation and match you with the right expert.
Privacy
We care about your information, all your information & personal data will be kept secure.
30 minutes
Standard exam with financial expert
What to expect
How a appoinment actually goes here.
Four steps, every time, whether you are here to start investing or to rebalance a portfolio you have held for years.
1
You talk, we write it down
The first ten minutes are yours. Your goals, your timeline, what you already own and what worries you. Clients know things about their finances that spreadsheets never will.
2
The review happens at your pace
The next 20 minutes. We will go through your fianancial,…. and give you a basic ideas before delving into the following steps
3
You see the proposal before we act
Every recommended strategy comes with a cost and a reason, split into what we need to do now and what can wait. You decide. If the plan changes, we call first.
4
Your plan in writing, same day
A plain-English summary lands in your inbox before closing: what we found, what it means, the allocation and the date of your next review.
Our Services
We provide full range of services for your business including audit, tax, legal and advisory.
Financial Planning
Build a clear roadmap for your goals, from retirement and education to major purchases. We turn your money into a plan you can follow.
Investment
Professionally managed portfolios built around your risk profile and time horizon. We select, monitor and rebalance so your money stays aligned with your goals.
Essentials
A starting package for new investors, goal setting, a basic risk assessment and a diversified starter portfolio. Low entry cost, with the option to upgrade as your needs grow.
Consulting
One-on-one guidance from a dedicated financial expert. Ask questions, review your progress and adjust your strategy whenever life changes with our experts.
Interested in a career at EAM?
We’re here to help you build a rewarding career and reach your full potential. Join us at EAM and make a meaningful difference through work that matters.