eBIS is a fee-only Registered Investment Adviser, bound by the fiduciar  standard of care, specializing in personal investment management, financial planning, and retirement plan 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.

The financial services industry has become increasingly complex, with explosive growth in investment products, risk mitigation techniques, and regulatory oversight. This development presents opportunities to those who can adapt quickly, avoiding the pitfalls of Wall St. financial engineering, while embracing beneficial innovation. At eBIS, we strive to be a trusted advisory partner on your journey through change, building investment solutions tailored to your needs. First, we gather all relevant data about you and your circumstances. Then, we generate ideas, applied to your situation, through the lens of risk management in its many forms. We implement solutions that are flexible, scalable, and adaptable as your situation changes.

We generate ideas that lead to innovative solutions.  The result?  Improved portfolio performance, financial insight, and investor success.