CLIENT
SERVICES
E1 Asset Management is a leading securities firm that is built with a team service approach and is managed by experienced and dedicated professionals.
E1 Asset Management's offices are not only in crux of the financial district, but also in a secure operating environment, which allows us to deliver exceptional quality service and confidentiality to our clients.
While many view our model as specialized, geared toward small and middle capitalization companies in the technology and biotechnology sectors; we also boast a strong presence in the large capitalization space, while maintaining a balanced approach to all sectors of the market. Once again, freedom from conflicts of interest allow our advisors to target those growth and value oriented businesses—in chasing those industries and businesses destined to outperform the broader market.
Some of our other core offerings to clients include (but are not limited to):
CHECK
WRITING/DEBIT CARD SERVICES
In partnership with Pershing LLC, we offer clients unparalleled convenience to access to their funds through ProCash Plus. Clients may request a US Dollar (USD $) denominated checkbook and debit card, useable all over the world.
E1 Asset Management is proud to offer our clients the option to sweep their free credit balances into several different fund choices (JP Morgan, Dreyfus etc), allowing us to put our client's uninvested assets in the most advantageous position for them. |
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IRA/401K
RETIREMENT ACCOUNTS
E1 Asset Management offers a wide range of retirement planning options, from 401K plans to ROTH IRA’s for our US based clientele. In addition, certain international pension accounts based overseas may allow for investment in U.S. equities. Our diverse choices allow us to best guide our clients towards a plan which will fulfill their retirement goals. We are also excited to offer our clients “Coverdell Education Savings Accounts,” which permit tax-free contributions and earnings to be applied towards qualified education expenses for those in compliance of the federal government’s criteria. |
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