About Us
Biography
Eduardo A. Borges, CFA, CFP®, FRM, CAIA®
In 2024, I attained a long-standing dream by founding my own independent wealth management firm, with a mission to help a diverse group of clients reach their financial goals with clarity and confidence.
With over 25 years of experience in the financial services industry, I have held key roles at some of the nation’s most respected institutions including Morgan Stanley, State Street Global Advisors, and Putnam Investments. My background spans a wide range of specialties including research, trading, portfolio management, and financial planning.
I hold a Master of Science in Finance from Suffolk University and a Bachelor of Science in Business Administration from the University of Massachusetts. I am also proud to hold several of the industry’s most rigorous and prestigious designations and charters: Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), and Certified Financial Planner (CFP).
In addition to my professional qualifications, I bring a global perspective to my work – I am fluent in Portuguese and proficient in Spanish
PROFESSIONAL ASSOCIATIONS
- Member of the CFA Institute
- Member of the CFA Society Providence, RI
- Member of the CFP Board
- Member of the CAIA Association
- Member of the Global Association of Risk Professionals (GARP)
Our Core Values
At the core of our organization lie our values, guiding our decisions, actions, and interactions with unwavering clarity and purpose. Integrity is the bedrock upon which we build trust and credibility, ensuring honesty, transparency, and ethical conduct in all our endeavors. Innovation fuels our drive for progress, inspiring creativity, ingenuity, and a relentless pursuit of new and better ways of doing things. Collaboration is the cornerstone of our success, fostering teamwork, communication, and synergy among our diverse talents and perspectives. Customer-centricity drives our relentless focus on understanding and exceeding the needs and expectations of our clients, partners, and stakeholders. Excellence is not just a goal but a commitment to continuous improvement, pushing us to always strive for the highest standards of quality and performance. Diversity and inclusion are woven into the fabric of our organization, celebrating and harnessing the unique strengths and contributions of every individual to foster a culture of belonging and empowerment.
Our Mission
My passion is helping clients meet their financial goals. The foundation of my practice begins with the highest ethical standards. Whether you are an individual, family, corporate retirement plan sponsor or non-profit organization, I bring my extensive experience - throughout major shifts in the markets over two decades - to design a financial plan to meet your goals. I believe achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.