Essential Asset Management, LLC   

Investing In Your Priorities

Portfolio Management

Asset Allocation


Asset Allocation and diversification can protect against market risk because different portions of the market tend to underperform at different times, also called systematic risk.  Proper asset allocation can aid in reducing a portfolio's risk, and add to the potential for long-term, consistent returns.


EAM uses a wide variety of asset allocation tools and strategies to arrive at the appropriate custom asset mix for to suit each client's needs. Prior to determining what the portfolio should look like, each client is led through a thorough discussion and evaluation of personal goals. This discussion includes key elements to determining appropriate investments, such as current holdings and fees,risk tolerance, time-frame to invest, tax implications, and estate planning needs.