what we do

Investment Methodology

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 portfolio that matches your risk tolerance and time frame.

Portfolio Construction

Based on your particular goal we use modern investment techniques to construct your portfolio. Your portfolio maybe a diversified asset allocated long term portfolio or a more concentrated portfolio based on current market conditions. As the investor, you decide.

Portfolio Components

The portfolio may consist of mutual funds, exchange traded funds (ETFs) individual stocks and index funds. The components will be based on your particular strategy.

Portfolio Monitoring

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.

commission-free stock trading

Enjoy Commission – Free Stock & Option Trading

Company that offers design and build services for you from initial sketches to the final production.

Simple, Fast and Secure Trade Execution

We work buy-side and sell-side and give our clients hard-hitting and objective answers and focus hard on the best opportunities.

Watch Your Personal Wealth Grow

We consider all the drivers of change – from the ground up and we’ll motivate and support you to make the change.

Freedom to Trade any USA Listed Stock

We work across all the major geographies, meaning we understand the underlying drivers in construction markets.

Power of EF Hutton Mobile at Your Fingertips

Design repeatable growth models and innovation pipelines that generate new products with higher potential and lower risks of failure.

Investment Advice When You Need It– Schedule Time Now

Scheduled transport operations, from broad market trends and strategy to the development of integrated commercial strategies.

why investors choose us

Financial Planning

We build a road map so that our clients achieve their goals. Our services include the following and more:

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Investment 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. 

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Philanthropy

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.

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trade on the go!

EasyTrade Stocks Plan

$29.95 for 1 month

  • 7-day no-obligation Trial Period. You will be charged $29.95 per month after your Free Trial is complete unless you have canceled.
  • You get daily EF Hutton Stock Report and the right to trade in U.S. Listed Stocks Commission-free.
  • No-Commission options trading also available if you qualify (for an additional cost).
  • Save more than $64.00 a year by signing up for our annual account for $295.00.

EasyTrade Options Plan

$44.95 for 1 month

  • 7-day no-obligation Trial Period. You will be charged $64.95 per month after your Free Trial is complete unless you have canceled.
  • You get daily EF Hutton Stock Report and the right to trade in U.S. Listed Stocks Commission-free.
  • No-Commission options trading also available if you qualify (for an additional cost).
  • Save more than $50.00 a year by signing up for our annual account for $549.00.

EasyTrade Stocks + Options Plan

$64.95 for 1 month

  • 7-day no-obligation Trial Period. You will be charged $64.95 per month after your Free Trial is complete unless you have canceled.
  • You get daily EF Hutton Stock Report and the right to trade in U.S. Listed Stocks Commission-free.
  • No-Commission options trading also available if you qualify (for an additional cost).
  • Save more than $84.00 a year by signing up for our annual account for $695.00.