About Us

eBIS is a Registered Investment Adviser, specializing in personal investment management, financial planning, and retirement plan fiduciary services. We focus on portfolio risk management, taxes, and costs, with the understanding that those three factors overwhelmingly determine investor success. Since 2002, we’ve delivered solutions that help our clients implement sound investment portfolios, understand embedded risks, and improve risk-adjusted returns in a regulatory-compliant manner. We strive to build bridges between strategic ideas and realized solutions by asking questions, generating consensus, and communicating in terms everyone can understand.

Disclaimer**This Blog represents eBIS’s perspectives on a variety of financial topics and is intended for educational purposes only.  It is not intended as a prescription for any specific course of action.  eBIS recommends seeking the counsel of a qualified investment adviser, taking into account one’s full financial picture, before making financial decisions.**

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