Eamon Capital Management is a fee-only registered investment advisor providing holistic investment management services to individuals and families as well as investment management services to institutional investors, financial advisors, tax planners and other professional service providers.
Eamon
(pronounced Eye-mon)
is a name of Irish origin meaning “wealth protector ”
At Eamon, our goal is to be the quarterback of your financial future. We focus on being prudent stewards of the investment portfolios entrusted to us. While we own the investment management portion of the overall process, we partner with the best and brightest across numerous disciplines to assist clients in navigating unique challenges; small business owners, corporate executives, families, and individuals looking to efficiently and effectively grow their capital base and wealth.
By being a fee-only firm, Eamon can be wholly objective when providing investment advice. By being independent, we can work across all investment vehicles and security types and strive only to pick the best one without regard for the generation of commissions. Without an alliance to specific mutual fund companies or other financial product providers, we choose investments based on client suitability versus other firms focusing mainly on those investments paying the highest commissions for themselves.
At Eamon, we answer only to our clients— building trust with each investment.