ebi-hits-2-billion-aum

We’re delighted to hit this milestone, having doubled our AUM in just over 2.5 years, making ebi one of the fastest growing DFMs in the country!

It’s been another exciting year for ebi, as we continue to push forward our ethos of using evidence based & low cost portfolios, evolving technology and delivering great customer service.

This milestone, combined with achieving B-Corp certification and a world class Net Promotor Score in our latest customer engagement survey, mark this as one of the most successful years in ebi’s history”

Craig Burgess, CEO & Founder.

Disclaimer

We do not accept any liability for any loss or damage which is incurred from you acting or not acting as a result of reading any of our publications. You acknowledge that you use the information we provide at your own risk.

Our publications do not offer investment advice and nothing in them should be construed as investment advice. Our publications provide information and education for financial advisers who have the relevant expertise to make investment decisions without advice and is not intended for individual investors.

The information we publish has been obtained from or is based on sources that we believe to be accurate and complete. Where the information consists of pricing or performance data, the data contained therein has been obtained from company reports, financial reporting services, periodicals, and other sources believed reliable. Although reasonable care has been taken, we cannot guarantee the accuracy or completeness of any information we publish. Any opinions that we publish may be wrong and may change at any time. You should always carry out your own independent verification of facts and data before making any investment decisions.

The price of shares and investments and the income derived from them can go down as well as up, and investors may not get back the amount they invested.

Past performance is not necessarily a guide to future performance.

We would like to thank all our members for their continued support.

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