Why EF Hutton?
We start with you.
We start by understanding your goals and your risk tolerance and other investment parameters. Then, we determine what mix of investment portfolios are best for you. The result is a combination of investment portfolios that include the following:
- Aggressive Growth
- High Income
- Conservative Income
We apply the most advanced, modern investment techniques to construct portfolios. Each portfolio we construct is designed to gain exposure to asset classes that are core to any investor portfolio. Diversification is a key factor in construction and each portfolio will have seven to fourteen components. Portfolio components are also chosen based on performance criteria which are reviewed at least quarterly.
The portfolio components include funds that are chosen by a screening process that includes criteria such as: index tracking, adherence to objective and performance. Components can include any securities, but generally include mutual funds, exchange traded funds (ETFs), indexes and other packaged securities.
We continuously monitor portfolios and their component securities to ensure they are performing well for our clients. At times we will replace components or re-balance the portfolio by adjusting the percentage composition of the components.
Planning and Managing Risk
We work with you to help you get there.
We build a road map so that our clients achieve their goals. Our services include the following and more:
- Income for Retirement
- Estate Planning and Generational Wealth Transfer
- Estate Tax Mitigation
- Asset Protection
INVESTMENTS AND RISK MANAGEMENT
We take a holistic approach to investing. That means we don’t just look for opportunities to grow a portfolio, we look for ways to mitigate risks. We use a wide set of tools and investment products to achieve our clients, including the following and more:
- Equity and Fixed Income
- Private Securities
- Investment Manager Evaluation – such as Hedge Funds Performance
- Special Situation Opportunities
- Risk Management
- Insurance Coverage
Our clients want to make an impact and leave a legacy that inspires. We develop a charitable giving plan that is aligned with your vision and establish the appropriate infrastructure which may be a foundation or a trust. We are involved in all of the following and more:
- Evaluation of Charities and Causes
- Monitor Performance and Effective Use of Grants
EF Hutton offers two levels of service
for investors that want to do most of their own investing.
Choose what best fits your investment style.
For those who want a simple and low-cost way to invest. This is ideal for retirement investing using an IRA or a 401(k). This account is fully-automated and easy to use. You are not assigned a dedicated investment advisor, but you can consult with an advisor by phone for a fee of $3.00 per minute regarding general market and general investing questions as well as other questions that are not specific to your personal situation. Advisors provide no tax or legal advice.
For investors that want more investment choices, flexibility, and occasional guidance. With this account, an investor can be involved in more advanced investing strategies such as opportunistic, event-driven investing. You are assigned a dedicated personal investment advisor who will guide you based on your specific situation. The first five hours of advice are at no charge. This overview is for general purposes and is qualified by the Firm Brochure and Account Opening documents.
Investment Plans Pricing
Low fees and the power to do more.
EF Hutton Investment LLC is a registered investment advisor. See Legal for account agreement and other relevant documents.