FAQs

What services does Emerald Waves Investments provide?
We specialize in investing our clients’ investment and retirement portfolios on a fully discretionary basis. Clients may have personal investment accounts and/or retirement accounts with us. Retirement accounts include Roth IRAs, SEP IRAs and IRA Rollovers (typically 401(k)s and 403(b)s that have been rolled over from a former employer).

How do I set up an account?
Clients of Emerald Waves Investments will open up an Interactive Brokers account. This is where clients can login to check their account. All funds are sent to Interactive Brokers, and Emerald Waves has no access to the funds.

What are the fees?
Emerald Waves would be happy to discuss fees with any potential client. Please contact us.

What are your historical returns?
Emerald Waves would be happy to disclose historical performance with potential clients. Please contact us.