Advisory Services

Eggerss Capital Management (ECM) is a Registered Investment Adviser based in Texas. ECM serves clients throughout the United States and abroad. ECM believes in a proactive style of investment management as opposed to a pie graph, “buy-and-hold” approach. We understand the current environment, and invest client’s portfolios accordingly while maintaining their proper risk level. In addition, ECM is a firm believer in increasing portfolio cash flow to help with total return and for reduction in volatility. Lastly, ECM utilizes very specific exit strategies to manage risk. Insuring we have a cohesive strategy to help withstand the multitude of challenges we face as investors is of utmost importance to our firm.

Wealth Management

Eggerss Capital Management (ECM) helps individuals meet financial goals by developing a strategy first and managing financial assets according to that strategy. Eggerss Capital Management uses stocks, bonds, mutual funds*, exchange traded funds (ETFs)*, and alternative investments (defined as non-traded/non-listed securities)** in order to achieve long-term financial success for each client.  Clients of ECM have direct access to the portfolio managers.  All client assets are held at a 3rd party custodian. ECM does not receive any commission and is a fee only advisor.  We believe that there is no silver bullet in investing.  In other words, no single investment has enough safety, growth, or liquidity.  Therefore, a well constructed portfolio that blend these characteristics is the key including plenty of investment income.  Clients of ECM receive regular market commentary through podcasts, blog articles, and monthly newsletters.

Wealth Management Services include:
  • Portfolio Management
  • Risk Management
  • Asset allocation*** with the goal of meeting objectives
  • Discipline
  • Tax Loss Harvesting

*Mutual Funds and Exchange Traded Funds (ETFs) are sold by prospectus.  Please consider the investment objectives, risks, charges, and expenses carefully before investing.  The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional.  Be sure to read the prospectus carefully before deciding whether to invest.

**Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.

***Asset Allocation does not guarantee a profit or protect against a loss in a declining market.  It is a method used to help manage investment risk.

Financial Planning

Whether you are just getting started or approaching retirement, a financial plan can provide the confidence that your financial journey will be successful. A financial plan is a blueprint for saving, investing, optimizing taxes and generational planning. In order to achieve your goals, it is important to know where to start, to have interim milestones and guidelines to ensure you are on track to financial security.  We believe financial plans should be clear and easy to understand and a living breathing document.  Lastly, a financial planner is a key part of your wealth management team (i.e. CPA, estate planning attorney, etc.)

Financial Planning Services include:
  • Retirement Planning
  • Estate Planning
  • Tax Strategies
  • Educate Funding
  • Cash Flow Estimating
  • Social Security Analysis
  • Cutting Edge Technology

Eggerss Capital Management does not offer legal or tax advice.  Please consult the appropriate professional regarding your individual circumstance.

Institutional Services

Eggerss Capital Management helps non-profit institutions such as endowments, senior living facilities, family foundations, charitable trusts, and any other 501(c)(3) develop a customized investment strategy and manage investment assets accordingly.  We believe educating the organization’s board members is imperative to the organization’s long-term investment success.  Due to constraints of investment policy statements (IPS), the difference in long-term returns from one organization to another is the cost of implementing the investment strategy.

Institutional services include:
  • Creating/reviewing Investment Policy Statements (IPS)
  • Creating/reviewing Spending Policy
  • Portfolio Construction
  • Risk Management
  • Performance Monitoring
  • Customized Reporting

Employer Sponsored Retirement Plans

A corporate retirement plan can be a key tool in attracting and retaining talented employees and it can save you money on taxes. Eggerss Capital Management partners with leading 3rd party administrators to help your company establish a new 401(k) /403(b) plan or evaluate a current plan.  One stop shops aren’t always the most advantageous to employers because they often use proprietary funds which can raise the overall cost of the plan.  We believe open architecture can typically reduce costs. Lastly, educating employees on benefits of plan can lead to more productive workers.

Employer Sponsored Retirement Plan services include:
  • Creating/reviewing Investment Policy Statements (IPS)
  • Helping employers choose and monitor the best-in-class investment funds for their plans
  • Maintain fiduciary compliance including annual reports
  • Develop plans that take into account the participant’s best interests
  • Educate participants on basic market expectations to help them stay disciplined for long term success
  • Provide leading edge technology such as smart phone apps as well as traditional web access for employees

114 E. Highland Boerne, Texas 78006
Office: (210) 526-0057 Fax: (210) 568-4802 Toll-Free: (888) 511-1211

Form ADV Part 2A and Part 2B Eggerss Capital Management Brochure provides information about the qualifications and business practices of Eggerss Capital Management.
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