E1 doesn't maintain inventories of securities or perform market-making activities; we exclusively execute trades for our clients. In other words, we're focused on you and your investments.
We pride ourselves on building relationships with our clients.
For us, this means giving personal attention to each client. If you'd like to receive a daily update from your investment professional, we'll call you. If you're interested in meeting face-to-face with the President of the firm, we'll arrange it. We take your requests, however big or small, seriously. We realize that to deliver the very best client service, we must genuinely strive to meet the needs of our clients.
We go beyond strategy and top into our creative thinking when handling your assets.
We aim to achieve an innovative investment plan for each client. So we not only:
Conduct comprehensive research to offer disciplined investment strategies, and
Utilize proprietary techniques for identifying value - while mitigating risk - to maximize financial opportunities, but also
Invest in positions and customize portfolios to sync with your personal passions and business goals and staff our firm with investment professionals with a range of backgrounds, expertise, and interests.
To schedule a complimentary, introductory meeting with an investment professional, please call us toll-free in the US at 1-888-391-2670 or internationally at 001-212-425-2670.