Got Questions? We’re Here to Help.
Many investors come to us with questions about our firm, including how we work and how we’re different from other investment advisers. For your convenience, we have developed a list of the most common questions our prospective clients ask during their search for a money manager.
Frequently Asked Questions
What is EMC Investments?
EMC Investments is registered as an investment adviser providing asset management to high net worth individuals and institutions worldwide. We uphold the industry’s highest standard of care and help investors reach their long-term goals through active money management. When you hire EMC Investments to help manage your money, you can expect a personalized, rewarding investment experience and world-class service.
What is the minimum to become a client?
EMC Investments’ Private Client Group focuses on high net worth individuals with investable assets of $300,000 or more. When we started the Private Client Group, we saw an opportunity to help an underserved market with different needs than other investors. We’re dedicated to serving clients who have worked hard throughout their lives with investing advice, tailored solutions and ongoing support.
What services does EMC Investments provide?
Through tailored portfolio management, we help high net worth individuals and institutions around the world reach their long-term financial goals.
As a client, you will benefit from a comprehensive, personalized financial plan helping you confidently save, spend and invest. Communication and service are tailored to your needs. In addition, we can help with financial planning, budgeting, cash-flow analysis, estate and tax planning, and strategies for maximizing Social Security benefits.
Beyond investing and financial planning, we want to help make you a more comfortable, disciplined and informed investor. That’s why you’ll have a dedicated Investment Counselor to help you understand what’s going on in your account—and why. Your Investment Counselor stays in touch through up and down markets and is also your gateway to a wealth of exclusive content and informational resources.
Still Need Help? We’re Here!
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- High-yield savings accounts
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