Eddy Company, LLC

Overview

Eddy Company, LLC is a small, owner-operated advisory practice that combines accounting services with portfolio management for individuals and small businesses. The firm operates on a non-discretionary basis, meaning clients retain final trading authority and the adviser provides recommendations and ongoing portfolio oversight rather than unilateral trade execution. Fee arrangements include a percentage of assets under management plus other fee components. The firm does not identify as an active ESG investor, does not act as a capital allocator or pension consultant, and focuses its client base on individuals and families rather than institutional mandates. Investment activity centers on pooled public vehicles rather than direct-stock strategies. The adviser appears to use mutual funds and other public fund wrappers as the principal building blocks for client portfolios, relying on custodial relationships to house those fund positions and to handle execution and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices