What makes EVIA different?
As a fee-based fiduciary firm, we believe in a transparent and simple fee structure.
We cover the fees that custodians charge for trades.
We are able to invest in stocks that specifically reflect your personal choices and values.
We don’t invest in mutual funds because most mutual funds have hefty hidden fees – as high as 2%!
Define your goals
Perhaps, the most crucial step in the process, clearly defining your goals helps us to develop a specific target and helps you to have a clear and realistic understanding of what to expect.
We use the results of questionnaires and personal interviews to properly define your goals and give us the necessary guidance to develop a retirement investment plan that will achieve them.
Discover your risk tolerancePart of the EVIA approach involves understanding your unique risk tolerance and making sure your portfolio is perfectly suited to you.
We've partnered with a leading-edge technology that helps discover your personal comfort level with market volatility.
By taking a 5-minute quiz, we can quickly assess your risk tolerance which helps us pinpoint your exact risk number and guides our decision making process.
Take our free risk assessment
Develop a customized plan
With your goals defined as well as your comfort with market volatility, we go about the business of developing your custom investment plan.
This is where we can integrate specific personal choices and values, such as your choice to avoid companies in certain lines of business, or your desire to hang on to a stock your grandfather gave you as a gift.
Our process allows us the flexibility to accommodate those special requests and seamlessly integrate them into the perfect plan for you.
Deploy your assetsAt this point, we thoroughly research the universe of dividend paying stocks and individual income investments and find the ones that help us to achieve your goals.
We build your portfolio across a dozen market sectors, with a mixture that gives us an appropriate balance between expected performance and market volatility.
Once we’ve built the portfolio, we don’t expect to make large, frequent changes. This process, however, is continuous as we strive to maximize total return.
Evaluate and review
Communication is key to a strong relationship, so we'll schedule a time to evaluate your portfolio at least once a year.
We want to make sure you feel informed, have a chance to ask questions and let us know any changes in your life that might necessitate modifications to the plan.
Those meetings may take place in person, or electronically, whichever way you prefer.
Founded in 2014, EVIA is an investment firm located in Carmel, Indiana, in the heart of the Arts and Design District. We are a boutique firm that focuses on helping those planning for,or in, the retirement phase of life.
Unlike the large firms, our clients enjoy personal attention and customized strategies that cater to their personal values and goals. We like to get to know our clients on a personal level so we can guide and deliver sound investment advice that works best for their unique situation.
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