Eber Capital Management

The firm is an independent, fee-based advisory practice that provides discretionary portfolio management for individuals, IRAs, trusts and family estate-planning accounts, and also serves pension and profit-sharing plan clients. Its client base is described primarily as conservative, long-term stock investors seeking modest, risk-appropriate returns through equity portfolios.

The firm’s stated investment approach emphasizes buy-and-hold equity management informed by macroeconomic analysis and a focus on larger companies with established revenues, strong balance sheets and visible multi-year growth prospects; clients’ accounts are generally managed with full discretion subject to any client-directed holds. The brochure also discloses that the principal holds largely similar long-term positions personally but may trade more actively in his own accounts and may use option contracts, short-sales and margin in personal trading, noting those tactics are generally not employed in client accounts.

Compared with many single-advisor independents, the firm reports serving pension/profit-sharing plans and has noted the use of borrowing arrangements in separately managed accounts, both of which are uncommon for peers. The brochure also discloses a pending administrative matter with the Florida regulator concerning the firm’s historical practice of direct fee deductions (and related custody classification), which the firm states did not involve client investment losses.