A complete list of active advisors currently associated with EISRC

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

EISRC provides fee-based investment advisory and financial planning services to individuals, high‑net‑worth clients, and institutional clients such as corporate pension and government entities. Its offerings include customized portfolio management, retirement and education planning, investment research, and hedging strategies for concentrated company stock positions. The firm operates two primary approaches: low‑cost, age/risk‑appropriate index fund portfolios constructed with ETFs, and actively managed portfolios that may include individual stocks, bonds, small/micro‑cap securities, and other instruments. Active management is guided by proprietary research and software models and incorporates non‑traditional information sources (including social media and internet forums); the firm may also use options, warrants and limit orders for thinly traded securities within predefined exposure limits. With approximately $5.1 million in assets under management for 15 clients, EISRC’s acceptance of institutional mandates (corporate pension, foundations, and municipal entities) is uncommon among independent advisers of this size. The principal’s software engineering and healthcare/insurance industry experience underpins the firm’s quantitative tools and custom research, and the brochure discloses specific risk controls and limits for hedging and options exposures.

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