Eamon Capital Management, LLC

Eamon Capital Management provides investment management and ongoing comprehensive financial planning to individual and high‑net‑worth clients, developing personalized investment policies and supervising portfolios in line with client objectives. The firm also advises on held‑away assets—such as variable life insurance and annuity contracts, employer‑sponsored retirement plan holdings, and 529 plans—offering recommendations and oversight even when those assets are maintained by other product providers or custodians.

The firm’s investment approach is grounded in modern portfolio theory, using goal‑based strategic asset allocation with the ability to make tactical adjustments; it combines fundamental and technical analysis and employs both passive and active vehicles to construct portfolios while considering tax and risk factors. Client accounts are implemented around individualized investment policy statements and clients may impose reasonable restrictions on securities or sectors.

Distinctive practices include providing held‑away account services through third‑party order management and outside managers (Pontera Solutions, Inc. and The Pacific Financial Group) to monitor and implement changes to assets not held at the firm’s primary custodian, with separate third‑party fees applying. Eamon Capital implements trades on an account‑by‑account basis rather than aggregating block trades and does not vote client proxies, leaving proxy voting responsibility with clients.