Investment Management (EWM) Whether for your business, yourself, or your family, we’ll design solutions to meet your tax, wealth, estate, asset protection and transition planning needs. Our investment management services include: Investment analysis Portfolio planning and design Security selection and monitoring Tactical asset management, designed to grow and protect your wealth Strategic asset management, using modern portfolio theory (MPT) Real estate analysis and options on 1031 and DST exchanges Options on alternative investments and insurance productsAnd our ability to address your holistic wealth management needs with in-house CPAs means every aspect of your financial life will be covered. Have a question? We're here to help. Name Email Address Phone Message Thank you! Oops!