Asset Management
A boutique financial services firm located in The Triangle region of North Carolina. Providing creative solutions in a complex world.
EBC Financial Management is affiliated with Capital Investment Advisory Services, a Registered Investment Adviser. The firm is a fee-based fiduciary that manages accounts on a discretionary basis for clients. Each portfolio, and the investments used, is custom tailored to the specific needs of the individual client. What is means in simple terms is:
Fee Based: Fees are paid directly by the client. There are no other sources of compensation.
Fiduciary: The needs of the client come first. Any conflicts of interest have to be disclosed to the client.
Discretion: Investment decisions are made by the advisor on behalf of the client and accounts are held at Charles Schwab & Company.
Contact
Triangle Region, North Carolina
Hours
By Appointment Only
Located
Tel/Text
Affiliated with Capital Investment Advisory Services, LLC
Tel: (919)-831-2370
100 E Six Forks Road, Suite 100, Raleigh NC 27609