Eton Advisors is pleased to announce that Tamara Surratt, founder and CEO of Legacy Family Office joins Eton as a member of the leadership team, and as a Senior Wealth Manager. Tamara brings deep family office knowledge and decades of experience working with ultra-high net worth families, increasing Eton’s capacity in response to a growing
Eton Advisors Welcomes Industry Veteran Brian Hughes as New President
Chapel Hill, NC – May 1, 2024 – Eton Advisors, a boutique multi-family office headquartered in Chapel Hill, North Carolina proudly announces the appointment of Brian Hughes as President. This strategic move marks a significant milestone for Eton Advisors as it charts a course for continued growth and advancement in its client-centric approach. With a
Building on the Goals-Based Framework
The goals-based investing framework is designed to maximize the probability of achieving our goals. This is a different objective than “maximizing our portfolio return” or “minimizing portfolio risk” and requires that we explicitly define, quantify, and prioritize our goals for all years in our investment time horizon. Once our goals are organized by priority and
Examining Future Market Scenarios
As we look forward into 2020 and beyond, we thankfully see the beginning of widespread distribution of a vaccine against COVID-19 and the peaceful transfer of political power after a very contentious election. Yet the prospects for global economic growth are still uncertain and highly dependent upon both the speed at which the pandemic is
Understanding Market Narratives
The year 2020 has been tumultuous in many different aspects of daily life, including in financial markets which sold off precipitously in the spring only to recover even more robustly over the months which followed. One way to help make sense out of the investment world in 2020 is by examining the various market narratives which dominated
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