About Us
Biography
Eduardo A. Borges, CFA, CFP®, FRM, CAIA®
In 2024, I attained my long-term dream to launch my own independent wealth management company to help diverse clients meet their financial goals. Over the past 26 years, I had worked for some of the most distinguished banks in the country including Morgan Stanley, State Street Bank, and Putnam Investments. My expertise is extensive and diverse ranging from research, trading, portfolio management, financial planning, and estate planning. I earned a Master of Science in Finance from Suffolk University and a Bachelor of Science in Business Administration from the University of Massachusetts. I also hold the prestigious Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Financial Risk Manager (FRM) professional designations. In addition, I am a Certified Financial Planner (CFP) professional. 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.