ELDRIDGE STREET ASSET MANAGEMENT, LLC HOME WHY ESAM SERVICES THOUGHTS ON INVESTING ABOUT ESAM CONTACT US SERVICES ESAM manages investments for clients on a separate account basis. ESAM strives to understand each client’s financial situation, needs, risk tolerance and goals in order to develop a plan to allocate investments between asset categories including cash/money market, bonds, and equities. Once allocations are determined, ESAM selects and invests in specific securities for each client’s portfolio, and may sell them from time to time. Investments may include cash, money market instruments, individual bonds, individual stocks, ETFs (exchange traded funds), and mutual funds. ESAM will take into account changes to a client’s situation and adjust investments as necessary. ESAM’s objective is to produce above-average investment performance for each client, taking into consideration the client’s financial situation. ESAM strives to help clients (1) avoid common investment mistakes that could be costly, and (2) invest in securities that have potential to outperform the market. E*TRADE Securities LLC typically acts as broker/dealer and custodian for ESAM’s client accounts. Please note that as an independent investment adviser, ESAM is not affiliated with E*TRADE or any other broker/dealer/custodian. Please email us at cio@esam-invest.com to request ESAM’s brochure (ADV Part 2A disclosure brochure and ADV Part 2B brochure supplement) Copyright © 2015 – Eldridge Street Asset Management. All Rights Reserved