EID Capital

EID Capital is an independent, state‑registered investment adviser that serves individual and high‑net‑worth clients with discretionary portfolio management and a range of financial planning services. Offerings include ongoing comprehensive planning, limited‑scope project engagements, retirement and business‑planning advice, and account supervision tied to client goals.

The firm develops personalized investment policies through client conversations and applies a mix of passive and active strategies, using fundamental, technical and cyclical analysis as appropriate. It may employ outside managers or TAMPs for portfolio implementation and explicitly contemplates a broad set of instruments — from traditional equities and fixed income to alternative investments and, when suitable, cryptocurrencies and derivatives — with quarterly monitoring of accounts.

Distinctive aspects for a small, single‑advisor firm include leadership with both CFA and CAIA credentials and unusually detailed risk disclosures and processes for complex and nontraditional assets such as digital tokens, futures, swaps and alternative vehicles. The brochure also documents multiple engagement models (subscription, project‑based, hourly), a willingness to recommend third‑party managers, and recent changes to its service lineup, reflecting an evolving product menu.