Personal & Responsible Investing

Eureka Wealth Solutions is a hybrid financial advisor. We provide a full financial oversight over your financial decisions or step back and handle your investing needs with as little interaction as you would like.

We specialize in thematic and impact investing. In addition to creating and managing low-cost, risk-adjusted, diversified automated core portfolios for the clients, we also provide customized portfolios based on your values and passions.

Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you.

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Passion Investment Advisors - Eureka Wealth Solutions

Basics

Investing Process

Impact Investing

Tools & Resources
Plan and create financial solutions - Eureka Wealth Solutions

Basics

In the age of zero-commission brokers and robo-advisors, many believe that financial advice is obsolete. We believe that the advice is what matters most. We will design the plan and create financial solutions that are just for you, for today and for the future.

  • The investing process is fully personalized. Our fiduciary obligation will always put your interests first.
  • By utilizing established brokers, we provide investment management services at a very reasonable price, regardless of your investment capital.
  • Our work is never done. Detailed reporting, reviews and adjustments are frequent and ongoing.
Investing Process - Eureka Wealth Solutions

Investing Process

The first step in the process is getting to know you: your life, your goals and values.

  • Our asset allocation process includes both our analysis of market and economic conditions with future expectations on one hand, and your profile on the other. These allocations are then translated into actual investment choices, based on our proprietary research that takes into account suitability, risk/reward characteristics, liquidity, overall costs, and tax considerations.
  • This step creates core holdings designed to be the bulk of the portfolio for the long term. A smaller portion is then allocated to satellite holdings designed to take tactical advantage for shorter investment periods, to provide access to a narrow market niche, or to reflect each investor’s specific values or requests.
  • The research is ongoing, to ensure that these investment choices still meet the advisor’s and client’s criteria, as well as to uncover new, potentially superior opportunities
Impact Investing - Eureka Wealth Solutions

Impact Investing

The concept of generating a measurable, beneficial social or environmental impact alongside a financial return has been around for decades. It has recently been gaining popularity, in large part due to investor demand as well as much improved returns.

  • Many of our strategies and themes fall under the impact investing umbrella
  • We will choose the investments that will align with your values
  • Allowing an investor - any investor - to get a portfolio that fully reflects their values and passions in an affordable manner is a part of our mission to democratize modern investment management

Learn more about Impact investing with our Impact Investing Primer and webinar here

Tools & Resources - Eureka Wealth Solutions

Tools & Resources

If you are like us, you might want to learn even more before taking the next step. Here are some of the free resources we offer for you to learn more about what we do and how we do it:

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