East Franklin Capital, LLC
Why pick this one
East Franklin Capital provides customized investment management and options-based portfolio strategies through a fiduciary registered investment advisory firm.
Best for
- Executives and entrepreneurs seeking customized investment management
- Doctors, academics, technology professionals, and healthcare executives
- Retirees seeking defensive income strategies
- Young couples seeking market growth with less than market risk
- Investors seeking options-based portfolio alternatives
Specialties
- Customized investment management
- Options-based portfolio strategies
- Defensive income strategies
- Financial roadmaps for long-term goals
- Investment strategies tailored to risk tolerance and time horizon
Certifications
- Fiduciary Registered Investment Advisory firm
- North Carolina CPA designation held by Matt Pohlman
What makes them different
- Options expertise used to structure customized portfolio strategies
- Direct client accessibility without layers of staff or gatekeepers
- Performance and asset allocation reports paired with discussions about progress toward goals
- Matt Pohlman has almost 20 years of financial advisory experience
- Investment decisions are tailored to each client’s goals, risk tolerance, and investment horizon
Distilled from this business's own website.
Contact & Location
- Address
- 1805 E Franklin St, Chapel Hill, NC 27514
- Phone
- 9193602537
- Website
- http://www.eastfranklincapital.com/
Services
- Investment management
- Financial advice
- Financial planning
- Wealth management
- Portfolio reporting and asset allocation guidance