Estate & Trust Advisors

EST. AUM
$256,470,000

CONTACTS
3

CLIENT ACCOUNTS
720

Firm Details

Metro area Chicago
CRD Number 123802
Website etaadvisor.com
Client types

Overview

At Estate & Trust Advisors, their goal is to serve the long-term financial interests of their clients by preserving and growing their capital in a tax efficient manner. For twenty years, the president has used modern portfolio theory to prudently manage individual, customized stock and bond portfolios. From the beginning, their mission has been to give clients the peace of mind that comes from knowing their investments are being handled with only their interests at heart. As President of ETA, it has always been his desire to create a professional wealth management firm that operates without conflicts of interest and whose sole focus is on safeguarding the long-term financial objectives of their clients. Recognizing that each investor is unique, they seek to develop and implement a long-term plan that is specific to the client's situation, designed to preserve capital first, grow it second, and provide for generous income during retirement.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Estate & Trust Advisors

Platform Details

Investment Preferences

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