EG Capital Management LLC

EG Capital Management provides discretionary portfolio management and financial planning, preparing an Investment Policy Statement for each client and tailoring allocations to clients’ goals, tax considerations, and risk tolerances. The firm lists individuals, high‑net‑worth individuals and businesses as clients and offers advice across equities, mutual funds, ETFs (including precious‑metal and cryptocurrency ETFs), fixed income and other securities.

The firm uses both fundamental and technical analysis and may employ long‑ and short‑term trading, short sales, margin, options and other derivatives consistent with each client’s objectives, documenting risk tolerances in the Investment Policy Statement. For qualified clients it offers a performance‑based fee arrangement with a high‑water mark alongside asset‑based fees, a structure the brochure notes can create incentives that the firm addresses through its allocation and fiduciary policies.

Distinctive features for a solo independent adviser include the availability of performance‑based fees and the acceptance of business/institutional accounts, with a client mix that leans toward high‑net‑worth and business/institutional clients rather than lower‑net‑worth retail individuals. The brochure also notes the firm’s small, recently formed solo practice with modest assets under management, a custodial requirement to use Interactive Brokers, a policy not to aggregate orders, and that the principal engages in part‑time social‑media consulting outside the advisory business.