Philosophy
At East Bay Trading we don't construct an investment portfolio according to your requirements and leave it at that.We cultivate long-term relationships with our clients, continually monitoring and researching investment markets and opportunities. This allows us to strategically counteract any changes in market sentiment as well as your own personal circumstances – and keep you informed every step of the way.
Any of our clients can be as hands-on as they want to be, with their portfolio management. They can leave us to it, confident in our expertise and experience, or play a more active role in day-to-day management of their portfolio.
Most of the Brokers at East Bay Trading have at least 10 years' experience in the investment and asset management arena, and coupled with support from our expert market analysts who provide them with the latest market data and investment opportunities so you can rest assured that your portfolio is in the right hands.
We believe that our personal service is one of our defining characteristics, and at East Bay Trading, we only employ personnel who can count strong interpersonal skills, knowledge and professionalism within their attributes.
We expect to develop respect and a mutual understanding with each of our clients whether they are private, corporate or institutional, in order to achieve their financial objectives.