Regardless of portfolio size
or economic conditions, the time-tested financial relationships that
drive the stock market over long periods of time remain the same. Thus,
there is no need to over-complicate your investment strategy in most
situations. We believe that investors with significant wealth can benefit from
the rigor and sophistication that typically characterize institutional
Our approach to managing client assets is simple and rooted
in the following core strengths:
Deep understanding: Before we invest any money, we determine
a client’s goals, tolerance for risk, and time horizon. We measure
these factors against our extensive knowledge of investments. Only then
do we consider asset allocation and diversification.
Disciplined portfolio construction: Based on the specifics
of each client’s situation, we provide exposure to an appropriate mix of assets. We also seek to provide
diversification within each asset class—across sectors, industries, and
Simplicity: Our firm's unofficial motto is "simplicity is the ultimate in sophistication". Eads & Heald's investment approach is simple, clear, understandable and effective.
Independent Advice: Eads & Heald is an independent firm. We answer only to our clients. We pride ourselves on providing an objective
point of view, without the distraction of conflicts of interest. Our
goals and those of our clients are the same. Our fee structure
reinforces our dedicated alliance with our clients.
Personal Relationships: Our clients
experience only one kind of relationship—the kind based on deep
understanding and mutual respect. Such relationships are, in our
experience, fundamental to the success of every investment management plan.
Consistency: The fundamentals of what drive the stock market have not changed through good times and bad. Eads
& Heald’s investment philosophy is based on academically-sound,
time-tested relationships of certain economic variables such as the
relationship between inflation and price-earnings ratios. Those relationships have not changed over time. Our firm has remained consistent in its approach over time.
it was the "tech bubble" of the late 1990's or "tulip mania" centuries
ago in Holland, human tendencies cause many people to get caught up in
investing fads or to not have a sensible long-term investment plan.
Many investors benefit from being guided around the pitfalls that prior
generations of investors have made time and again and into a meaningful
long-term investment strategy. The "Counsel" portion of our corporate
name fits well as we are able to assist investors in removing the
confusing or emotional forces of investing that can lead to devastating