Investment Services
EBI Portfolios
EBI Portfolios is a company based in Walsall, England that provides investment and financial services. Their expertise lies in creating portfolios that are tailored to meet the specific needs of their clients. EBI Portfolios is committed to helping their clients achieve their financial goals through sound investment strategies.
Introduction to EBI Portfolios
EBI Portfolios is a UK-based company that provides investment services to clients. The company was founded with the purpose of offering financial services to individuals and institutions. EBI Portfolios has a unique approach to investing, which sets them apart from other companies in the industry.Services & Products
EBI Portfolios offers a range of investment services to clients, including actively managed portfolios and passive investment strategies. Customers can purchase a variety of investment products, such as mutual funds, exchange-traded funds (ETFs), and individual stocks.Location
EBI Portfolios is located in Beecham Business Park, Northgate, Aldridge, in the town of Walsall, England. The area is home to a mix of businesses, including retail stores and restaurants. Customers can expect a lively and bustling atmosphere in the area. The closest public transportation options are the Walsall train station, which is 2.5 miles away, the Aldridge bus station, which is 1.5 miles away, and the Northgate bus stop, which is 0.2 miles away.Benefits
EBI Portfolios stands out from other investment companies in the industry because of their unique approach to investing. They offer a range of investment products and services to clients, which can be customized to meet their individual needs. Additionally, EBI Portfolios has a team of experienced investment professionals who are dedicated to helping clients achieve their financial goals.Good to know
Customers should be aware that investing comes with risks, and they should carefully consider their investment objectives and risk tolerance before investing. EBI Portfolios provides personalized investment advice to clients, but customers should still educate themselves about investing and understand the potential risks involved.Reviews
Customers have praised EBI Portfolios for their personalized approach to investing and their commitment to helping clients achieve their financial goals. Clients appreciate the company's knowledgeable investment professionals and their ability to provide customized investment solutions.Amenities
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investment advice -
financial planning
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tax planning
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retirement planning
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portfolio management
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wealth management
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asset allocation
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risk management
FAQ
What types of investment products do you offer?
We offer a variety of investment products such as stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments.What is your minimum investment amount?
Our minimum investment amount is £10,000.What fees do you charge for your services, and how are they calculated?
We charge a fee based on a percentage of assets under management. Our fee is 1% per year for accounts up to £500,000, 0.75% per year for accounts between £500,000 and £1,000,000, and 0.5% for accounts over £1,000,000.Can you provide examples of past performance for your investment portfolios?
Yes, we can provide examples of past performance for our investment portfolios. Please contact us for more information.How do you develop an investment strategy for your clients?
We develop an investment strategy for our clients by considering their investment goals, risk tolerance, time horizon, and financial situation. We then create a personalized investment portfolio that aligns with their objectives and review and adjust it regularly to ensure it remains on track.Reviews
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Lawrence Berg
Highgate motors are excellent . Top class efficient service
12-05-2023
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Steve W
Great advice
26-05-2020
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Matthew Walne
I have been using EBI Portfolios Ltd for nearly 8 years for my clients and the service is excellent. Their turnkey offering is unique to the UK and I'm looking for many more years of success for my client's investments.
26-05-2019
