Travis Ed Maus

S.E.E.D. works with each client to identify their investment goals and objectives as well as risk tolerance and financial situation to create a portfolio strategy and asset allocation. They then construct a traditional portfolio consisting of diversified mutual funds and/or exchange-traded funds (ETFs) or a customized portfolio utilizing individual securities and other investments, as appropriate, to meet their needs. The firm primarily employs fundamental analysis methods in developing investment strategies and a long-term investment strategy for their clients, as consistent with their financial goals.

Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets.