The investment advisory business is undergoing a profound industry change. A multitude of new companies, as well as some of the larger and more established players in the industry, are attempting to utilize technology to create an automated solution.
We at Eureka Wealth Solutions are avid fans of technology. We believe there are a number of exciting opportunities that technology can provide to the investment industry.
Whether you are saving for a house, college or another major purchase, preparing for retirement, going through a life transition, or facing another challenge, we’re here to focus on your goals and needs. We have adapted a collaboration model to leverage the strength of a network of experienced like-minded financial professionals focusing on making clients’ lives better.
The initial portfolio construction is only a start. Active portfolio management is a critical part of risk management, and periodic rebalancing is necessary to achieve superior results and to make sure that the portfolio remains within the designed allocation and risk parameters.
We believe in ESG (Environment, Sustainable, and Governance) based investing. To reflect our commitment to ESG, we contribute 2% of our fees annually to the charity of your choice. We use multiple factors to select the best charity from each of the following five categories you can pick from: