My Services
Services for Individuals
- Discretionary asset management
- Comprehensive Financial Planning
- Consultation on equitable distribution of assets in divorce
- Choice of plan custodians. Sterne Agee & Leach or Charles Schwab Insitutional
Services for 401k Plans
- 401k Fiduciary Investment Advisory Services Non-Discretionary 3(21) or Discretionary 3(38)
- Fund selection and monitoring
- Customized asset allocation models inside the plan
- Written Investment Policy Statements
- Written Education Policy Statements
- Consultation on 404(c) compliance
- One on one meetings with employees for advisory service
- Plan benchmarking
- Service provider evaluation
EBC Financial Management
Copyright © EBC Financial Management
Affiliated with Capital Investment Advisory Services
100 East Six Forks Road, Ste 200, Raleigh, NC 27609 Tel: (919)-831-2370