E. BATOFF & CO., INC.

Overview

E. Batoff & Co., Inc. is a small, privately owned advisory corporation that focuses on fee-based portfolio management for individuals, families and small businesses, with the capability to manage assets for business or institutional clients. The firm shows a clear equity tilt: exchange-traded equities are the single largest holding category and the firm expresses a preference for equities in its asset mix. Services are delivered on a percentage-of-AUM fee basis and the firm lists a law firm among its industry affiliations, which may reflect client types or referral relationships. The adviser is SEC-registered since 2003 and reports it is not an active ESG investor and not a multi-state adviser. Custody and execution are consolidated through Charles Schwab & Co., Inc., where the firm currently holds its reported assets. The client roster is small and concentrated, which suggests a bespoke, high-touch model rather than a mass-market or institutional platform approach.

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