A complete list of active advisors currently associated with The Eastrade Asset Management Corporation

Warmer can help you find a great advisor at The Eastrade Asset Management Corporation or one who fits your needs even better.

The Eastrade Asset Management Corporation provides investment advisory and portfolio management to a mix of individual clients, trusts, estates, corporations, retirement plans, and charitable organizations. It delivers both discretionary and non-discretionary asset management and also accepts limited consulting engagements on specific investment-related matters billed separately. The firm relies primarily on fundamental analysis and implements both long-term and short-term purchase strategies to construct individualized portfolios, permitting clients to impose reasonable investment restrictions. It serves as a fiduciary for retirement accounts and performs periodic account reviews as described in its advisory agreements. What is distinctive for this firm is its explicit work with charitable organizations and pension or profit-sharing plans, client types that are relatively uncommon among independent advisers in its category. The brochure also notes operational practices that differ from many peers, including executing client trades individually rather than aggregating block trades, not taking custody of client assets, and not receiving soft-dollar benefits.

To learn more about the advisors currently working at The Eastrade Asset Management Corporation, 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.