PORTFOLIO BUILDER

POSITIONS & BALANCES

E1 puts you in control of your finances using one convenient account. So whether your portfolio is filled with stocks, bonds or options, you will always have access to the investments and know where you stand.

From knowing your current balance to your recent investment positions, E1 Asset Management is committed to service excellence and to providing you with dependable support.

CASH MANAGEMENT

E1 offers unparalleled convenience and access to your cash funds through ProCash Plus. ProCash Plus features a US dollar denominated checkbook and debit card that is accepted worldwide.

For clients with open credit balances, we offer the ability to leverage these assets into several funds, ranging from J.P. Morgan to Dreyfus. At E1 we work hard to maximize your investment opportunities, and to build additional wealth with your untapped credit balances. This is just another way we put our clients first.

PORTFOLIO PLANNING

E1 strives for excellent returns, preservation of capital and consistent income through a growth-oriented, diversified portfolio of high quality securities. We offer independent research, sophisticated financial modeling, and use only the most advanced account management platforms.

We recognize that each client has different needs. In designing a portfolio, we work to balance your need for capital appreciation along with a risk exposure suitable to your situation. Our consistency of approach and adherence to sound fundamental analysis forms the basis of our investment process.

E1's portfolio planning can help you achieve an efficient asset allocation strategy that provides flexibility, liquidity and cost-effective income. Our genuine commitment to your needs combined with access to the capital markets allows us to deliver unsurpassed planning and portfolio management services.

STATEMENTS

Comprehensive statements are the cornerstone of our business and reinforce the high level of service we deliver. E1 utilizes Pershing's state-of-the-art technology to offer our clients in-depth monthly account statements that contain  clear, concise features and content that is virtually unrivaled in the industry

Pershing's statements go beyond typically reported data to include information regarding your cost basis and unrealized gain for each position within your portfolio.