A complete list of active advisors currently associated with Ebis

Warmer can help you find a great advisor at Ebis or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ebis, 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.

Name	Location	Years of experience
Peter Shannon	Phoenix, AZ	13

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