Eddy Financial Email Format
Investment ManagementCalifornia, United States2-10 Employees
Eddy Financial is a boutique wealth management advisory firm established by Bob Eddy, a veteran financial professional with more than forty years in the industry. Based in Santa Monica, California, it serves individuals and businesses across the United States with customized investment services. It operates as a registered investment adviser, offering advisory services to clients who are properly licensed or exempt from licensure. The firm emphasizes a quantitatively oriented investment philosophy grounded in rigorous academic research, pursuing portfolio design, management, and trading as its core process, and maintains a long-standing collaboration with a partner that shares this approach. Four core principles guide its work: tailored comprehensive solutions, fiduciary accountability, integrity and trust, and a strategic approach intended to help clients today while protecting their legacy.