Manager Spotlight

East End Wealth Management

Overview

East End Wealth Management develops investment strategies custom designed to each client’s financial goals. The strategies are then implemented over time utilizing the market’s inherent volatility to the client’s advantage. Each portfolio subsequently reflects the client’s individual goals and risk tolerance.

Who Are We?

An emerging manager with AUM of over $21m, EEWM is able to benefit from favorable institutional pricing, while being nimble enough to provide each client with individual attention and responsiveness. With custodial services provided by TD Ameritrade and Interactive Brokers, clients can view their portfolios online at any time with total transparency.

Strategy

Manager focus is on Investment grade fixed-income portfolios with holdings that are intended to be held to maturity. Income-producing fixed-income issues which are selected based on both margin of safety considerations as well as total return expectations can provide clients with superior risk/reward potential. Strategy designed to be used in a complimentary manner to equity based portfolios by providing predictable cash flows and return of principal at maturity.

EEWM focuses on limiting risk factors such as interest rate risk and default risk through holding to maturity and a continuous analysis of portfolio holdings. Opportunistically, manager seeks to take advantage of market volatility to both swap out of issues with gains if better opportunities exist elsewhere on the curve, while also seeking to increase positions in issues temporarily depressed by liquidity constraints or market overreactions to industry developments.

YTD Statistics (Through 5/31/16):

Portfolio Change:   21.03%

Sharpe Ratio:             3.51

Sortino Ratio:            4.42

Calmar Ratio:           10.43

Standard Deviation:    .99%

Downside Deviation:  .73% Learn more about East End Wealth Management at www.eastendwealthmanagement.com.Contact East End Wealth Management