Eastsound, WA Office
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Eastsound Capital Advisors, LLC
Team
Firm-wide stats for Eastsound Capital Advisors, LLC
About
Eastsound Capital Advisors is an SEC‑registered advisory firm that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and businesses, typically charging asset‑based fees. The firm documents client objectives in an Investment Policy Statement and maintains a stated account minimum for managed relationships.
Eastsound’s investment process combines fundamental, technical and cyclical analysis and uses both strategic and tactical asset‑allocation approaches to construct portfolios. The firm may invest in mutual funds, individual equities and bonds, ETFs/ETNs and may employ options, short‑sales, margin and inverse/leveraged ETF strategies where appropriate to client goals and risk tolerances.
Distinctive features include acting as a sub‑advisor and signal provider to other investment advisers (receiving negotiated sub‑advisory and signal fees) and affiliations through the firm principal’s roles with another RIA and external fund/committee activities; the firm discloses and documents these relationships and restricts certain related transactions and conducts transaction reviews to mitigate conflicts. ECA also operates multiple offices, produces newsletter/website content and educational seminars/workshops for clients, and makes annuity referrals (noting it does not accept outside compensation for sales of securities).
Based on Eastsound Capital Advisors, LLC
Expertise
Based on Eastsound Capital Advisors, LLC
Location
Eastsound WA
Advisors at this office
3
Advisors at this office
Jeffrey P
CFA®
Eastsound, WA
Eastsound Capital Advisors, LLC
Jeffrey Pietsch is a CFA® charterholder with 14 years of industry experience, currently serving with Eastsound Capital Advisors, LLC. He has worked at Heritage Capital Advisors, Concert Wealth Management, Numetrix Capital, and Concert Capital Management among others. Outside of his advisory work, he co-owns Orcas Moon Alpacas, a small business selling alpaca and lamb products, and serves on the board of the Orcas Island Community Foundation. Eastsound Capital Advisors is an SEC-registered firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation in constructing client portfolios.
Niels M
Series 65
Eastsound, WA
Eastsound Capital Advisors, LLC
Niels Mcevoy is a financial advisor at Eastsound Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Google for seven years before joining Cross Border Planning, where he provides financial planning services. Mcevoy dedicates part of his time outside the firm to financial planning through Cross Border Planning. Eastsound Capital Advisors is an SEC-registered firm offering discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation to construct client portfolios.
James M
ChFC®, Series 63, Series 66
Eastsound, WA
Eastsound Capital Advisors, LLC
James Mcevoy is a ChFC® credentialed financial advisor with 21 years of industry experience. He is currently with Eastsound Capital Advisors, LLC, a firm comprised of seven advisors. His prior experience includes roles at Individual Asset Management and Transamerica Financial Advisors. In addition to his U.S.-based advisory work, he owns and operates a licensed insurance brokerage in Belgium, specializing in life, group, and pension insurance products. Eastsound Capital Advisors provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation in managing diversified portfolios.
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