Eden Advisory Services, LLC

The firm provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. Services focus on standard investment vehicles—mutual funds, equities, fixed income, ETFs, annuities and similar instruments—and are implemented through written Investment Policy Statements and both discretionary and non‑discretionary account authority.

Investment decisions are informed by fundamental, technical and quantitative analysis and modern portfolio theory, with a long‑term trading orientation and quarterly account reviews. The firm uses third‑party investment support in managing portfolios and requires clients to custody assets through a designated broker‑dealer, with reports supplied by the custodian.

Noteworthy for a firm of this size, it maintains formal business relationships with other advisers and investment firms: it provides operational and administrative support to a separate registered adviser that supplies proprietary strategies and software, uses a third‑party subadviser for portfolio assistance, and has a consulting arrangement with a private equity firm that includes equity compensation. Representatives may also be licensed insurance agents and offer commissionable products such as annuities, and the brochure discloses these relationships as potential conflicts that will be disclosed to clients.