Eubel Brady & Suttman was formed when three friends came together as business partners more than two and a half decades ago. From the very beginning, a high value has been placed on trust, friendships, caring for clients, long-term investment results and a single value-oriented investment philosophy focused on absolute rather than relative returns.
Our clients are our business partners and often become our friends. We strive to communicate accordingly - being as transparent as possible. We invite you to learn more about our firm in the following pages and embrace: Investing in You. For us, Investing in You is about taking the time to learn what is important to you, those you care about and how our investment and wealth management processes might provide you peace of mind.
Our clients are our business partners and often become our friends. We strive to communicate accordingly - being as transparent as possible. We invite you to learn more about our firm in the following pages and embrace: Investing in You. For us, Investing in You is about taking the time to learn what is important to you, those you care about and how our investment and wealth management processes might provide you peace of mind.
Services
Wealth management is the process of integrating portfolio management with other financial services to address the needs of affluent clients. Each client's wealth management needs are different. Some merely need help organizing their thoughts so an attorney can efficiently draft their estate plan. Others have more complex needs that may require planning in the areas of personal finance, prenuptial/divorce, or business succession.
We think of our Core Values as a filter through which we run business and investment decisions. They were memorialized as reminders to us and a declaration to current and potential clients as to beliefs we embody. Have the Patience and Discipline to Evaluate Investments and People with the Long-Term in Mind.
Rob has provided investment and wealth management guidance to clients since 1983. Rob, Ron Eubel and Mark Brady formed EBS in 1993 after working together at a local Dayton firm. Since 2000, Scott has provided investment and wealth management guidance to individual and business owner clients. Scott joined the EBS team in 2003 after working for an investment firm in.
As a knowledge-based company, our team members and their intellectual capital are our most important asset. We have worked diligently to create a culture of excellence, where continual learning and improvement are the norm. We cannot overstate the value of a long-term, loyal team when building relationships with people who trust us, in some cases, with everything they have earned.
We believe the combination of our People, Processes and Performance makes our firm unique. Additionally, we take the long view when evaluating relationships and investments. An uncommon approach in an increasingly short-term oriented world. In-house research and investment decision making; think independently of the Wall Street crowd.
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