Eslami & Co. Wealth Management, LLC

Eslami & Co. is a fee-only, single-advisor registered investment adviser that serves individual clients, including high-net-worth individuals, with discretionary investment management and both project-based and ongoing financial planning. Like many independent advisers, it charges percentage-of-assets fees and provides portfolio management tailored to clients’ goals and risk tolerances.

The firm’s investment approach blends diversified asset-allocation through ETFs and mutual funds with quantitative methods and a mix of passive and active exposures, and it may include alternative risk premia such as futures trend-following, carry strategies, merger arbitrage, and small allocations to bitcoin when suitable. For certain clients it implements a two‑sleeve overlay — a Sub‑Advisor‑managed “Managed Sleeve” paired with an advisor‑managed “Collateral Sleeve” — a structure that can employ margin, leverage, and short sales and requires margin accounts, auto‑journaling, and advance withdrawal notice windows.

Distinctive for a solo practice with modest assets and few clients, the firm routinely recommends third‑party Sub‑Advisors for tax‑aware, model‑driven overlay strategies, creating layered fees, collateralization mechanics, potential trade‑away and soft‑dollar arrangements, and mandatory arbitration for Sub‑Advisor disputes. The principal’s background in systematic trading and financial technology development, and ongoing independent quantitative trading work, further differentiates the firm’s operational capabilities and the complexity of strategies it can offer relative to peers.