Eber Capital Management

Eber Capital Management, led by Steven L. Eber, has been providing investment advisory services since 1981, specializing in managing securities portfolios for individuals, trusts, pension and profit sharing plans, and IRAs. The firm operates with full discretion over client accounts, managing $64 million for 35 clients as of December 31, 2017. Eber's investment strategy focuses on long-term, conservative stock investing, seeking sustainable growth and strong fundamentals in companies with annual revenues of at least $1 billion. Eber Capital Management charges fees based on a percentage of assets under management, with a tiered fee structure ranging from 1.5% to negotiated rates for assets over $5 million. The firm does not earn commissions, engage in performance-based fees, or have conflicts of interest related to product sales. Eber emphasizes independence and transparency, with fees billed monthly in advance and electronically submitted to the custodian, Pershing Advisor Solutions. The firm exercises custody over client funds for fee payments but does not have physical custody. Clients receive quarterly account statements from an independent custodian. Eber has no disciplinary history and operates with full investment discretion. The firm's investment philosophy involves careful macro-economic analysis and selecting stocks with visible, predictable growth for the long term. Eber's personal trading may involve more aggressive tactics but is separate from client accounts.