A complete list of active advisors currently associated with E. Batoff & Co., Inc.

Warmer can help you find a great advisor at E. Batoff & Co., Inc. or one who fits your needs even better.

E. Batoff & Co., Inc. provides long-term portfolio management for individuals, trusts, limited liability companies, partnerships, profit‑sharing plans and retirement plans, offering both discretionary and non‑discretionary services. The firm invests primarily through index and passive mutual funds and ETFs, while also employing actively managed funds and individual securities when appropriate to meet clients’ long‑term objectives. EBCO’s investment approach emphasizes diversified, targeted asset allocations designed to capture historic risk premiums and is tailored to each client’s risk tolerance and objectives. Accounts are reviewed and monitored daily by the firm’s principal and clients receive at least quarterly reporting; the firm does not charge performance‑based fees. The firm operates with a single principal and a very small client base, resulting in an unusually high level of assets under management per advisor relative to peers. The principal’s legal education (J.D. and Master of Laws in Taxation) is an uncommon background for a firm of this size and appears in the brochure as a distinguishing attribute; EBCO also discloses that it does not take custody of client assets and typically uses Charles Schwab as custodian.

To learn more about the advisors currently working at E. Batoff & Co., Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.