Broker Check

3 Step Approach

Evaluate Your Present

In order to determine your plan for the future, it is important to know where you are coming from and what resources you have to help you get there.

  • We will conduct a meticulous financial physical on your current assets to evaluate your present position and needs.
  • Our experienced team uses cutting-edge analysis tools to determine the composition and earning capacity of your existing portfolio and compares it with future goals.

Plan Your Future

Evyavan does not apply a blanket investment strategy. We instead tailor the portfolio to your values, aspirations, and concerns. Our team works closely with you to determine the investment strategies that you are comfortable with and will be the most valuable to you. Family and work heavily influence the investing strategies we are comfortable with and are a priority at Evyavan Advisory Services as well.

  • Before making any investment decisions, we will spend several meetings determining your comfort zone – your risk tolerance.
  • As an independent wealth management company, we have a transparent, individualized, and unbiased approach.
  • We wholeheartedly dedicate ourselves to our clients, arranging flexible home meetings and phone appointments at your convenience, and offering timely market updates and custom portfolio reviews.
  • Consulting with EAS is not just about maximizing financial gains – we will also share our knowledge to help you become a more astute investor yourself.

Bridging the Gap

What does it take to feel confident and secure about your wealth as we head into the future? How can we prepare so that even when facing the unknown, we feel more comfortable?

  • We will recommend a menu of investment options for you to choose from.
  • We specialize in domestic and international equity and fixed income investments:
    • Stocks, mutual funds, unit investment trusts, and exchange traded funds
    • Government and corporate bonds
  • We will continuously monitor your portfolio and perform regular reviews to ensure your investment goals are on track.
  • Evyavan is redefining investment management as a continuous conversation between the advisor and the client. We are constantly looking out for your interests and talking with you about new opportunities to help you meet your unique personal and financial goals.

Brokerage Services

  • Equity Investments
  • Fixed Income Investments
  • Mutual Funds
  • Unit Investment Trusts
  • Exchange Traded Funds
  • Alternative Investments
  • Restricted Stock Transactions 

    Asset Allocation and Management

    • Fee-based Management Services
    • Separate Managed Money Accounts
    • Consulting Services
    • Insurance
    • Retirement Plans, 401k
    • Profit-Sharing & Defined Benefit Plans
    • Tax-efficient Investment Strategies