EAST WEST INVESTMENT ADVISORS, LLC

Overview

East West Investment Advisors, LLC is an independent registered investment adviser organized as an LLC that serves both high-net-worth individuals and small institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, charging a mix of percentage-of-AUM fees and hourly fees. It does not self-identify as an ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The firm's advisory activity is oriented toward managed discretionary mandates and planning engagements rather than third-party manager-of-managers roles. Given the client mix and its fee structure, East West Investment Advisors leans toward a traditional advisory model: building diversified portfolios for a relatively small client base, with flexibility to accept hourly planning work. An affiliation with an accountant suggests integrated tax or bookkeeping coordination is part of client servicing. The firm’s preference category for assets is listed as “Other,” which, alongside a substantial allocation to public funds, points to a blend of model-driven mutual fund/ETF exposures and customized separately managed account work.

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Location & Offices