Our approach to investing.
Our True Wealth Process follows an approach that’s similar to how you’d build a house. Dream it. Build it. Live it.
We’ll help you develop a financial plan rooted in a solid foundation and based on your goals.
Euclid provides investment solutions for complete asset allocation strategies.
Use our exchange-traded funds (ETFs) for targeted allocations or meet with our wealth advisory team to learn about custom portfolios.
To provide exceptional wealth and asset management solutions for individuals, family ofﬁces and investment advisory ﬁrms.
One philosophy. Two approaches.
We believe investors beneﬁt from having statistics, logic and structure drive investment decisions.
Investors work with Euclid’s wealth advisors to develop a robust ﬁnancial plan and wealth management solutions.
Wealth Management ➔
Investors access Euclid’s time-tested investment approach through exchange-traded funds, or ETFs, which are known to be low cost, tax efficient and easily tradable.
OUR ETFs ➔
WE ARE ROOTED IN MEASUREMENT
It’s little wonder that a team of statisticians chose the “Father of Geometry” to represent our business and mission at Euclid Investment Advisory. Euclid was a Greek mathematician who created one of the most signiﬁcant mathematical textbooks of all time. Like Euclid, we believe in the power of formulas, patterns, and truths that stand the test of time.
Euclid is an SEC-registered investment advisor founded in 2000. We provide asset management services. We are also a sub-adviser for exchange-traded funds (ETFs).
We combine experienced portfolio management judgement with the rigor of computer-generated measurements and indicators. Our investment models — including those that underpin our ETFs — were developed by institutional managers.