Ebis
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About
eBIS serves individual investors, trusts, foundations, and corporate retirement plan sponsors, offering both risk management consulting and ongoing investment management, including ERISA 3(21) and 3(38) fiduciary services. The firm operates on a fee-only, fiduciary basis and accepts a small number of clients, providing bespoke portfolio management and financial planning tailored to retirement outcomes.
The firm’s investment process combines academic techniques such as mean-variance optimization and a proprietary risk model with practical considerations for taxes and costs, tilting portfolios by factors (an extended Fama–French approach that includes gross profitability and momentum) and minimum-volatility strategies to manage downside risk. eBIS documents client objectives in customized Investment Policy Statements, rebalances as needed, and incorporates a seven-part retirement-centric planning review, collaborating with clients’ other advisors when appropriate.
Compared with many peers, eBIS routinely produces written research (white papers, newsletters, and blog content) and delivers client education through seminars, webinars, and training, and it maintains a cloud-based collaborative data store to support fiduciary documentation and ERISA audit readiness. The firm also brings institutional risk-management experience into its investment work and uses multiple custodial arrangements (including a custodian for marketplace and peer-to-peer lending), features that are uncommon for a firm of its size.
Client services
Expertise
Occupation focus
Fee options
Negotiated fixed fee for one-time or limited scope consulting projects
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% Above $3,000,000+: 0.50%
Risk management consulting: $150 - $300/hr.; Stand-alone financial planning: $200/hr.; Financial planning for investment clients below AUA threshold: $150/hr.
Account minimum: $100,000 Minimum fee: $4,000 minimum annual fee for retirement plan fiduciary clients with plan assets below billing floor Fee-only: Fee-only basis; no commissions or markup on securities
Main office
2550 W. Union Hills Dr., Suite 350
Phoenix AZ 85027
Advisors at this office
1
Most active in
Arizona
Also doing business as
Ebis · Ebis, Inc. · Ebusiness Intelligence Solutions, Inc.
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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