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Investing in You

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Investment + Wealth Management
Since 1993

Eubel Brady & Suttman was formed when three friends came together as business partners more than three decades ago. From the very beginning, a high value has been placed on trust, friendships, caring for clients, long-term investment results and a single value-oriented investment philosophy focused on absolute rather than relative returns. Our clients are our business partners and often become our friends. We strive to communicate accordingly – being as transparent as possible. We invite you to learn more about our firm in the following pages and embrace: Investing in You. For us, Investing in You is about taking the time to learn what is important to you, those you care about and how our investment and wealth management processes might provide you peace of mind.

Services We Provide Relationship Summary
Our Core Values<br/>

Our Core Values

We think of our Core Values as a filter through which we run business and investment decisions. They were memorialized as reminders to us and a declaration to current and potential clients as to beliefs we embody.

  • Service Above Self.

  • Continuous Improvement. Get Better Always.

  • Have the Patience and Discipline to Evaluate Investments and People with the Long-Term in Mind.

  • Minimize the Risk of Permanently Losing Capital.

  • The Confidence and Self-Assurance to Act, Yet Remain Humble and Acknowledge What We Do Not Know.

Differentiators


People


  • Privately owned by active shareholders since 1993.
  • Experienced and credentialed team with real-world experience.
    – Attorney, CDFA®, CFA®, CFP®, CPA, RICP®.
  • Culture of continuous learning, improvement, and caring.

Processes


  • In-house research and investment decision making; think independently of the Wall Street crowd.
  • Defined client onboarding process; team approach to client service.
  • Singular, value-oriented business-like investment philosophy.
  • Financial planning, business consulting, succession planning and other personalized wealth management guidance is included in our asset-based separately managed account investment management fee.

Performance


  • Investment strategies are benchmark-agnostic.
  • Strive to compound capital over time and to minimize disruptions in the compounding process.
  • We invest alongside our clients.
  • Create and manage private investment funds.

Wealth Management Services

Whether you are investing $1,000,000 or $100,000,000 with our firm, you will receive personalized wealth management services to help achieve your goals and support financial peace of mind.


Investment Management

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Personal Finances


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Business Owner Services

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Legal Consultation

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Estate and Tax Planning


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Aviation

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Five Point Onboarding Process

EBS Wealth Management Professionals follow our Five Point Onboarding Process to help determine the investment approach most consistent with your goals, objectives and propensity for risk. Utilizing a team approach, we will collaborate with you to determine the Wealth Management Services that may apply to your unique circumstances.

Step 1Discovery Meeting

Step 2Data Gathering

Step 3Strategy Development

Step 4Finalization &
Implementation

Step 5Monitoring &
Communication

Learn about our process

Choosing EBS
We Care...
To Serve...

We believe the combination of our people, processes and singular investment philosophy makes us as unique as the clients we serve. Our unwavering commitment to client service, relentless learning and continual improvement is something we believe gains in value with each passing year.

We invest alongside our clients, think of them as stakeholders and devote significant amounts of time to earning their trust. An uncommon approach in an increasingly automated world.

Meet your team

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