Medfield, MA Office

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).