Eab Investment Group, LLC

EAB Investment Group, LLC is a Delaware Limited Liability Company established in 2010, with principals James Ryan, William Visconto, and Edward Boll. The firm offers investment advisory and sub-advisory services to institutional and registered investment company clients on both discretionary and non-discretionary bases. Services may include investment consulting, stock hedging, and sector allocation advice tailored to client needs. The firm manages accounts based on individual client objectives and restrictions, with a minimum investment of $2,000,000. EAB charges an asset-based annual fee ranging from 0.5% to 1.5% of assets under management, or fixed fees between $10,000 and $250,000 annually. The firm does not participate in wrap fee programs and does not charge client fees in advance. EAB may provide consulting services and subscription-based research reports for additional fees. The firm's investment strategies include risk management, hedging, and options trading to improve portfolio performance on a risk-adjusted basis. Clients receive monthly account performance reviews and risk reports. EAB does not maintain custody of client assets and provides investment advisory services on a discretionary basis. The firm does not accept compensation for the sale of securities or other investment products. Clients are encouraged to contact the firm for further details on its services and fees.