Portfolio Types
Our core business is providing equity, fixed income and balanced portfolio management
services for a wide variety of clients including individuals, families and corporations, as
well as:

• Corporate retirement plans
• Pension and profit sharing plans
• IRAs and IRA rollovers
• Endowments
• Foundations
• Charitable trusts

Special Situations

We employ covered call and hedging strategies for clients who hold large concentrated stock positions with low cost basis.  Please contact us to discuss this on an individual basis.
(email: Brian@Eastovercapital.com )

Integrated Solutions

Flexibility is a key component of our investment management and client servicing approaches. Similar to the way in which we develop a customized investment strategy, we will work with you to create a service model that meets your needs. Based on your personal preferences, we can work closely with your other advisors - attorneys and accounting professionals - to deliver integrated financial solutions.