Eddy Wealth
Company

Eddy Wealth

Financial Services Ca 3 employees
Employees
3
Contacts
3
Emails
3
Phones
1

Eddy Wealth Overview

Headquarters
Ca
Website
eddywealth.com
Industry
Financial Services
Employees
3
Founded
2021
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Eddy Wealth

Data-Driven Wealth Management. We are financial advisors who take a systematic, quantitative approach to growing your wealth. Our Services Financial Planning - A personalized plan that charts your course from now to the future. Quant Investing - Investment products and portfolio allocation strategies chosen through scientific principles. Behavioural Coaching - Education and guidance to navigate pitfalls dug by human emotions. Our approach We believe in the scientific process. We take emotions out of our investment decisions. We don't chase the latest hot stocks. We pursue global diversification. We believe diversification is the only free lunch, and we take as many as we can get. We are mindful of expenses. As fee-only fiduciary advisors, we are partial towards less expensive financial products. Eddy Wealth is a division of Polaris Financial Inc.

Eddy Wealth Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
1
33.3% coverage

Eddy Wealth Org Chart

Sample employees and titles
Name Title Contact
Art Johnson Portfolio Manager, Eddy Wealth
Email Phone
Eric Contreras, Cim, Fcsi Portfolio Manager at Eddy Wealth
Email
Jin Choi, Phd Building Apps and Algorithms
Email

Employees by Management Level

Manager 2 profiles
Individual contributor 1 profile

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