EverBank Unveils Wealth Management Company
Centralized Model Will Leverage Institutional-Caliber Investment Strategies to Serve High Net Worth Individuals
(firmenpresse) - JACKSONVILLE, FL -- (Marketwire) -- 05/07/12 -- EverBank (NYSE: EVER) has debuted EverBank Wealth Management, Inc. Created to deliver institutional caliber investment strategies to the individual, the new wealth management company uses global diversification to help clients meet their goals through managed volatility and the potential for more consistent returns.
"After the market collapse of 2008, it became clear that true diversification is more important than ever," said Tim Swanson, chief investment officer. "EverBank Wealth Management's philosophy aims to reduce asset correlations and create sophisticated investment solutions designed to withstand varying market conditions. Essentially, individual investors now have the potential to access the same type of benefits that a billion dollar endowment can access."
The institutional-level approach also connects individual investors to a wider variety of sophisticated products and investment opportunities. These may include exposure to not only domestic and international assets and equities, but alternative asset classes such as global currencies, metals, absolute return funds and managed futures.
"Our offering is most suitable for mass affluent to high net-worth investors who want to continue to grow their investments, but who also understand the importance of taking calculated risk that aims to provide downside protection and consistency of returns," said David Conover, president and COO.
EverBank Wealth Management's centralized model provides access to a carefully chosen team of globally-minded financial experts, regardless of a client's location, and its simple fee structure based on asset level ensures complete transparency.
"The market is ripe for digitization and we believe this model will inevitably become as ubiquitous as online banking," said Frank Trotter, CEO. "It's designed to combine leading-edge technology and research with sophisticated risk-focused portfolios that meet each customer's unique financial needs."
To speak to a wealth management advisor and get started, call 877.613.3847. To find out more about EverBank Wealth Management, please visit
About EverBank Wealth Management, Inc.
EverBank Wealth Management provides investors with fee-only, institutional caliber investment advice using a goals-driven and global approach. Founded on the concept that a diversified portfolio should take advantage of today's integrated economy, the wealth management company offers broad investment options and customized strategies to help clients meet their financial goals. EverBank, the parent company of EverBank Wealth Management, Inc., is a member of the FDIC and has provided innovative financial opportunities and services for over 50 years. EverBank Financial Corp is the holding company for both financial companies. More information on EverBank Wealth Management can be found at .
About EverBank
EverBank Financial Corp provides a diverse range of financial products and services directly to customers nationwide through multiple business channels. Headquartered in Jacksonville, Florida, EverBank has $13 billion in assets, $10.3 billion in deposits and approximately 2,400 employees as of 12/31/2011. With an emphasis on value, innovation and service, EverBank offers a broad selection of banking, lending and investing products to consumers and businesses. EverBank provides services to customers through websites, over the phone, through the mail and at 14 Florida-based Financial Centers. More information on EverBank can be found at .
Media Contact
Justine Navaja
everbank at shiftcomm dot com
Themen in dieser Pressemitteilung:
Unternehmensinformation / Kurzprofil:
Datum: 07.05.2012 - 13:00 Uhr
Sprache: Deutsch
News-ID 143271
Anzahl Zeichen: 0
contact information:
Town:
JACKSONVILLE, FL
Kategorie:
Personal Finance
Diese Pressemitteilung wurde bisher 228 mal aufgerufen.
Die Pressemitteilung mit dem Titel:
"EverBank Unveils Wealth Management Company"
steht unter der journalistisch-redaktionellen Verantwortung von
EverBank Wealth Management (Nachricht senden)
Beachten Sie bitte die weiteren Informationen zum Haftungsauschluß (gemäß TMG - TeleMedianGesetz) und dem Datenschutz (gemäß der DSGVO).
