Eureka Advisors is an advisor to management teams, helping them incorporate proven methods into their organization’s strategic and financial management processes and consistently achieve their goals.

Family Office Services

Investment management

  • Development, implementation, and rebalancing of portfolio asset allocation
  • Creation of an investment policy statement (IPS)
  • Investment strategy execution (in-house or outsourced)
  • Sourcing and due diligence for direct investments
  • Residential and commercial real estate
  • Aggregation and reporting of investment portfolio