Seeking Opportunities in a New World

In a world dominated by Fear and Greed, three topics constantly come up in discussions within our firm. They are Integrity, Family and Quality of Life. These words resonate within us as we set out to help you reach your financial needs and objectives.

Services

What We Do

Investment Management

Extreme events such as the “Financial Crisis” and qualitative factors such as emotions and the influence of the internet/media add to the complexities associated with deriving capital market expectations. It is our job to address these complex issues and to simplify them when working for our clients.

Financial Planning

Recent events over the past decade have exposed weaknesses within the typical financial plan. Believing that existing market patterns will continue in the future, we feel that financial plans must be reviewed at least annually to account for any impact that capital markets may have on projections.

Trust Investment Management Services

Combining the investment management services of EIP, LLC and the strength of an outside trust company. We believe that our  model allows us to do what we do best – manage your trust investments, and allows a trust company to do what they do best – provide trust administration.

Third Party Investment Adviser Services

As a Registered Investment Advisor (RIA) with significant years of experience in Portfolio Management utilizing individual securities, mutual funds/ETFs and separate account managers, we serve as an independent Third Party Investment Advisor (TPI) to plan sponsors, assisting them in investment policy statement (IPS) development, fund selection, ongoing fund monitoring, & participant education.

Experts

Our Team

We work together to provide the best advice and support for our clients.

David Y. Sun

David Y. Sun

CFA®

President & CIO

Daniel J. Kelley

Daniel J. Kelley

CFS®, CSA®

Senior Portfolio Consultant

Woodward T. Odiorne

Woodward T. Odiorne

CLU®, ChFC®

Senior Financial Consultant

Jennifer A. Garrett

Jennifer A. Garrett

CFA®

Senior Portfolio Manager

Jonathan D. Smith

Jonathan D. Smith

CFP®, MSTF

Financial Planning & Portfolio Consultant

Ross B. Muldoon

Ross B. Muldoon

CFP®

Director of Portfolio Management Operations

Contact

Get in Touch

14 + 15 =

Ellis Main Office

Ellis Main Office
920 Cassatt Road
200 Berwyn Park, Suite 115
Berwyn, PA 19312

Lancaster Office

2938 Columbia Ave., Suite 1601
Lancaster, PA 17603

Share This