East West Advisers is a registered investment advisor founded in May 2017 and based in Furlong, Pennsylvania, led by principal and chief investment officer Michael C. Coen. East West Advisers offers tailored investment management services for individuals and institutions, focusing on low expenses, diversified exposure, and appropriate liquidity. Rather than chasing short-term gains, East West Advisers aims to help clients achieve long-term objectives such as retirement savings, education funding, and home purchases. Client portfolios are customized based on individual risk tolerance, time horizon, and liquidity needs. Account types include special situations accounts, general investment accounts, and defined-contribution retirement accounts. East West Advisers also provides advisory services to a private pooled investment vehicle called Horizons Tactical Fund LP. The firm manages client accounts on a discretionary basis, meaning they make trades on behalf of clients without asking first, and does not participate in any bundled fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Rates shown are for general investment accounts. Defined-contribution retirement accounts have separate tiered rates ranging from 0.50% to 1.25%. Special situations accounts charge 3.00% subject to a $300 maximum annual fee. Fees are negotiable.