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Our Core Strengths

We believe that investors with significant wealth can benefit from the rigor and sophistication that typically characterize institutional portfolio management. 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.  Our approach to managing client assets is simple, yet comprehensive, and rooted in the following core strengths:


  • Holistic approach:  We seek to truly understand your entire financial situation.  An analysis that extends beyond just the investment portfolio, to include cash flow, taxes, insurance, and other factors will be undertaken to create a custom financial plan that is tailored to each client's specific goals.

  • 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 countries.

  • 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.

  • "Counseling": Whether 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.  We "counsel" and assist investors in removing the confusing or emotional forces of investing that can lead to devastating financial effects.

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