Essential Investment Partners is an independent, fee-only investment advisory and wealth management firm managing more than $80 million (12/31/11) of assets for individuals, families, foundations and other institutions. We provide a broad range of institutional quality investment services, conducting all investment research internally and focusing on consistent returns with controlled risk. Two main disciplines -- Essential Growth Portfolio and Essential Absolute Return Portfolio -- are available as separate accounts on the Charles Schwab, TD Ameritrade and Trust Company of America platforms.
Wealth management clients receive a highly personalized and customized set of services including personal financial advice, investment policy preparation, asset allocation, portfolio management and coordination with legal and accounting advisers. Because of the labor intensive nature of these engagements, new clients are accepted by referral only from existing clients, legal and accounting advisers and other professional contacts.
Specialties
Wealth management, Absolute return portfolio management, Core equity portfolio management
