Emmaus Investor Services Corp.

Emmaus Investor Services provides fee-only advisory services to individual investors, including retirement accounts, through portfolio management and a separate portfolio review and recommendation service that clients may use for “hands-on” investing. The firm monitors client accounts held at a third‑party custodian and does not take custody of client assets, although it may be authorized to withdraw advisory fees from those custodian accounts.

The advisory process combines fundamental, technical and cyclical analysis and uses third‑party research tools such as Investment Business Daily and Worden TC2000 to support security selection, with recommendations calibrated to documented financial profiles and risk tolerances. Clients may impose written investment restrictions or an investment policy statement, and the firm offers both non‑discretionary advice and discretionary trading when authorized.

Noteworthy differences from many peers include a general reluctance to recommend mutual funds except where limited by retirement plan options, and the occasional use of leveraged and inverse ETFs as hedging tools — positions the firm acknowledges may be held longer than the single‑day objective of those products. The advisory practice is connected to an affiliated educational publisher that produces an investment newsletter, and the firm identifies itself as operating on a fee‑only basis with a recommended custodian for execution and account access.