EVM uses our proprietary asset management platform to custom build a family office for you.

Treasury: Financial Planning 2.0

Surface your financial goals over time
Analyze your current portfolio and future expected cashflows
Explore scenarios and build a strategy for your household

Risk: Value and Comprehension

Evaluate the Value of your private assets and agreements
Access Real time and historical performance metrics
Identify all of your rights and opportunities (tax, sale etc)

Operations: Automation

Close on angel investments with a click of a button
Fulfill capital commitments and re-invest distributions efficiently
Manage income, expenses and capex from private real estate
Set balance rules and maximize investments

Credit & Financing: Access, Liquidity & Lending

Beyond access to alternatives, we constantly evaluate secondary opportunities and lending products
Help clients access funds in the most efficient way possible.

Asset Management: A Hybrid Investment Account

Self directed investment for the engaged investor
Advisor led & fee only investment strategies, managed in real time
Single platform to invest and manage your wealth in public and private assets
Access transactions and documents from a single search, share with confidence and control

Performance Reporting

View all assets, from stocks to real estate in a consistent way
We understand and represent the complex relationships within your household, businesses and financial products
Look through and analyze performance from the company level up through the investment vehicle

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The content on this site is purely for informational purposes and should not be construed as a solicitation of any kind to sell or buy any investment product or services. Do not use information provided on this site to make investment decisions or redistributed. Advisory services are provided by Expected Value Management LLC, a NY State registered investment Advisor, our disclosures are available here in our Form ADV as well as here in our Part 2 Brochure.