INVESTMENTS

INVESTMENTS

The Value of Advice

 

Eusebius Advisors offers the expertise you need to help ensure your investment strategy is efficiently and effectively designed.

 

We aim to deliver to our clients the maximum expected return given your goals, time horizon, tax situation, and tolerance for risk, through efficient portfolios managed across all of your taxable and tax-qualified holdings.  

We believe global markets work very well and prices are fair, so we strategically seek a broad array of market returns through custom asset allocation strategies using relatively low-cost Exchange Traded Funds (ETFs) and passive-oriented mutual funds, providing broad access to a variety of world markets, including:

  • Global Equities

  • Global Fixed Income

  • Global Real Estate

  • Global Infrastructure

  • Gold

Eusebius Advisors also integrates the best of academic research in its investment approach by integrating factors that have been shown to help increase expected portfolio returns through the academically-oriented strategies and algorithms developed by:

Our principal investment partners are:

      

Prospectus available upon request.

 
Eusebius Advisors clients benefit from:
  • Personalized asset allocation

  • Professional research

  • Flexible, high-quality investment options

  • Portfolio rebalancing to maintain your asset allocation

  • Tax-loss harvesting strategies

  • A simplified, integrated approach

Our full-service broker/dealer is The O.N. Equity Sales Company

(ONESCO).  Available products include:

  • Mutual Funds

  • Variable annuities

  • Direct participation programs

  • Full-service stock and bond trading

  • Unit investment trusts

  • Structured products

  • Group retirement plans

  • 529 College Savings Plans

  • Health savings accounts

  • Cash management accounts

Alternative Investments

Today's sophisticated investors have a growing need for alternative investment products that have exposure to markets and investment strategies that are not available through traditional fixed income and equity markets. 

Real Estate Investment Trusts

Oil and Gas Programs

Equipment Leasing Programs

Business Development Corporations

Investment advisory services are available through our affiliated

SEC-registered investment adviser The O.N. Investment Management Company (ONIMCO):

  • Financial planning services

  • Unified managed account platform

  • Separately managed accounts

  • Mutual fund wrap-fee programs

Past performance is no guarantee of future results.

Working With An Advisor

Dimensional Fund Advisors

Investment Philosophy - Vanguard

Vanguard

                                © 2020 by Eusebius Advisors LLC.

Registered Representative of and securities offered through The O.N. Equity Sales Company (ONESCO), Member FINRA/SIPC, One Financial Way, Cincinnati Ohio 45242. 877-663-7267. Investment advisory services offered through O.N. Investment Management Company (ONIMCO).  Eusebius Advisors, Eusebius Brokerage, ONESCO and ONIMCO are separate entities.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Eusebius Advisors does not provide legal, accounting or tax advice, but we do coordinate our services and work together with our clients’ professional advisors.  For specific assistance, the services of an appropriate professional should be sought.

AR license number 3249122.

CA license number 0D68188.

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