EBS manages equity, balanced and fixed income separate account strategies. Our investment management professionals work with you to determine the appropriate strategy for your portfolio based on your specific needs as an investor.
While no investment strategy is free from risk, the level of risk associated with each strategy of management is typically defined by the amount of stock held in the portfolio. Investors who hold higher levels of stocks generally assume greater risk.
Allocation to equity, within a strategy and portfolio, is a factor of a client's propensity for risk and the Research Group's assessment of market conditions.