EWM Investment Solutions

Invest Wisely in a Dynamic World.

EWM Investment Solutions aims to balance asset protection with wealth growth. We offer global diversification and strategies to safeguard against prolonged market declines, utilizing methods like tactical asset allocation, opportunistic models, and individual stocks.

Through a multi-strategy, multi- asset class approach, we target your risk and return objectives. Our goal is to both capitalize on market opportunities and protect your gains.

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Institutional Investment Management

Institutional Investment Management

Our team employs a trend-following strategy to assess an asset class's investment viability. Depending on the class, we adjust its weight against other holdings.

After pinpointing risk/reward opportunities, we use fundamental research to select the best-performing investments.

If a market segment seems unfavorable, we may minimize exposure and opt for less volatile investments until positive trends emerge.

Customized Portfolios

Our advisors collaborate with our in-house investment team to craft tailored portfolios. Using a multi-strategy, multi-asset class approach, we aim to meet your risk and return objectives.


Sample Moderate Allocation

Tactical Portfolio

Tactical Portfolio

Tactical portfolios may reduce equity exposure in times of perceived risk with the goal of preservation while it aims to achieve growth during low-risk periods.

Strategic Porfolio

Strategic Portfolio

Strategic portfolios remain invested throughout market cycles while aiming to achieve long-term growth.

By combining these approaches, we seek to minimize risk where possible while achieving the targeted returns over full market cycles. In addition, advisors may use our all equity, fixed income, or opportunistic strategies to manage risk.

The result: a customized, actively managed investment portfolio that considers your situation and is designed to achieve your personal goals through every season of life and navigate evolving markets.

You deserve a financial plan you can feel confident about.

Get the most of your 401(k) with the strategies given in our free guide.

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