A complete list of active advisors currently associated with EIA Investments LLC

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

EIA Investments provides investment advisory and sub‑advisory services to investors, other registered investment advisers, and a range of institutional and charitable clients, focusing on strategies that track the InvestWithTheFed (IFED) indexes licensed from Economic Index Associates LLC. The firm offers portfolio management for individuals and other client types and prepares an investment policy statement for each account while charging asset‑based advisory fees consistent with common independent‑advisor practice. The firm’s investment approach is rules‑based index management that combines monetary policy signals with firm‑level metrics and weights securities by a proprietary IFED score rather than market capitalization, with strategies described as replicable and transparent. Although the manager seeks discretionary authority, the brochure reports that the firm’s assets are primarily managed on a non‑discretionary basis, and it also negotiates performance‑based fee arrangements for larger clients. Noteworthy aspects include disclosed broker‑dealer activity and outside compensation — the firm’s principal has a registered‑representative relationship with a broker‑dealer, ownership interests in the index licensor, and a separate management consultancy — and the firm’s involvement in private placements and licensing IFED indexes to third parties. These affiliations and the role of licensing/sub‑advisory services stand out given the firm’s small reported AUM and very limited client base.

To learn more about the advisors currently working at EIA Investments LLC, 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.