Advisory Services

Building Client wealth is more than managing assets. It is the sum of the parts of plan design, asset allocation, and implementation that help achieve the desired results. Advisory Services include ongoing planning to meet goals and objectives while managing investments. If this service is chosen, Client should understand that the fee charged for this Service is not only to manage investments but for the advice that is being given on a continuing basis.

If Client chooses to engage Eugenias Advisory Group to manage investments, management will be done on a discretionary basis based on the Client’s unique financial situation and written investment objectives. Discretionary basis means the client will allow the Advisor to open securities accounts and give instructions to buy, sell or transfer stock, bonds, mutual funds, and other securities or financial instruments on the Client’s behalf.

Discretionary authority helps to take some of the emotions out of asset selection. It is based on written and stated objectives for desired returns based on each individual client’s risk factor [your ability to sleep at night]. This authority does not grant Advisor authority to take custody or possession of Client’s funds or securities, except for deduction of advisory fees. Click here to read about Eugenias Advisory Group’s investment philosophy.