A complete list of active advisors currently associated with EE&A Investment Management

Warmer can help you find a great advisor at EE&A Investment Management or one who fits your needs even better.

EE&A Investment Management is a registered investment adviser that provides portfolio management services to individual clients and other account types, operating primarily under percentage-of-assets-under-management fee arrangements. According to its Form ADV Part 2A, the adviser manages roughly $23.1 million across 19 client accounts. The firm’s brochure describes its methods of analysis, investment strategies, and account review procedures in the sections covering investment approach and periodic reviews, and it discloses standard matters such as custody, brokerage practices, and investment discretion. These disclosures indicate a documented process for managing client portfolios and conducting ongoing reviews as set out in the Form ADV filing. Notably, EE&A does not report serving individual clients who are not high-net-worth, a profile that is less common among independent advisers and suggests a client base concentrated in higher-balance personal or institutional relationships. The combination of about $23 million in assets across a relatively small number of accounts points to a narrow, concentrated client roster compared with many peers.

To learn more about the advisors currently working at EE&A Investment Management, 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.