Who We Are
EMC is a team of investment professionals with over 100 years combined experience. We're dedicated to helping you build and protect lasting financial security while providing you with the committed customer service you deserve.
Effective wealth management requires a disciplined investment process grounded in planning, asset allocation, and risk oversight. EMC helps you navigate changing markets through strategic asset allocation and monitored risk management.
What We Do
Trust is not assumed. Trust is earned over time through consistency, honesty, and disciplined stewardship. We understand the responsibility that comes with managing your family’s hard-earned assets, and we approach that responsibility with seriousness and care.
Trust
EMC Foundational Pillars
Performance
Performance is pursued through process. Our investment approach emphasizes research, valuation awareness, risk management, and consistent portfolio oversight. Disciplined strategies don't fall prey to short-term market noise.
Communication
Clear communication builds confidence. We believe clients should feel connected and informed and your EMC investment team prioritizes accessibility, information and responsiveness. We know that informed clients make stronger long-term partners.
Personalized
Portfolio
Management
Every portfolio we manage is built around your individual goals, timeline and circumstances. We tailor your investment strategy to you.
Who We Serve
Individuals
Professionals
Business Owners
Pre-Retirees
Retirees
Multi-Generational Families
Trusts and Foundations
Why EMC
We're experienced.
We're accessible.
And we care about you.
Deep roots. New branches.
Let's start a conversation.
Ready to discuss your financial future or schedule a free portfolio review? Reach out to our team. We'd love to hear from you.