A Bussiness Model Built On Trust
Building trust doesn’t happen overnight. But with honest, open communication, it does happen—and quicker than you might expect. Your client service team gets to know you, your life, your family, your hopes, your fears, and the legacy you want to leave behind. These are thoughtful and iterative conversations. Your team of advisors will listen closely and always practice the utmost discretion regarding the personal details you share.
The integrity of our firm extends beyond the relationships you have with your team; it covers the recommendations that we make as well. You can have confidence in our recommendations because we endeavor to ensure that you understand the rationale behind them. Too often, the financial industry is purposefully complicated and filled with jargon. At Eberhard Cramer, we avoid jargon and unnecessary complexity. We present everything in comprehensible language. There is no obfuscation, just clear reports backed by relevant, accurate data.
Eberhard Cramer is regulated by the Financial Conduct Authority (FCA) No 474758 providing investors in the UK security on their investment, along with the full protection from the Financial Service Compensation Scheme (FSCS) the level of protection is dependent on the investment. Each investment comes with its own terms and conditions and will be clear with the level of protection. For non-UK investors, protection is via the Deposit Guarantee Scheme (DGS)
Your needs, Our Solutions
Our approach is straightforward: we work with you to develop a strategy that meets your objectives. Our economic model is pure: our only source of revenue is the advisory fee we receive from clients. We do not receive compensation from brokers or investment management firms to whom we allocate client capital.
Our relationship with you is consultative and comprehensive. We don’t believe in a “one-size-fits-all” approach to investing. Our philosophy focuses on identifying your objectives, your comfort zone, and applying our proven investment skills to achieve successful results.
Our Strengths, Are Our People
Since our founding in 2007, we have endeavored to attract and retain the industry’s most talented professionals. We’ve accomplished this by providing our team members with the environment, time, resources, and advanced technology they need to do their best work and to address the best interests of the clients we serve. We believe that our culture and employee-ownership structure creates a more stable team than brokers and private banks.
We are dedicated to the continuous improvement of how we serve our clients. Our insights and relationships with the leading minds in the investment and wealth management field allow us to gain critical exposure to a broad range of ideas.