Residential investment

For many years, residential investment was a forte for those in the top-echelon, good in brains with money, and financially adequate. While, of course, many retail investors are jumping on the scene today, the market is still occupied by those who call themselves real estate entrepreneur.

As a team, as a company, EZ Finance is working towards changing it, towards liberalizing the market and uncover more residential investment opportunities for everyone and anyone – from middle-class to rich people because we believe that being a profitable investor should be a far-fetched idea to no one!

Mortgage investment

EZ Finance is a finance company that invests in a number of mortgage-related assets and mortgage loans. The objective of the company is to offer attractive risk-adjusted returns to its shareholders over the long-term, through capital appreciation and dividends. Primarily, these investments comprise organic investments in mortgage servicing rights and risk transfer securities sourced from loans received through its leading correspondent production channel. Additionally, mortgage investments in property may also comprise new products and mortgage-backed securities like home equity credit lines or non-qualified, prime mortgage loans.

Capital investment

By providing a ‘client-first’ service, EZ Finance is focused on building long-term relationships. As an independent practice, we’re devoted to delivering high-value financial guidance.

At EZ Finance, our investment philosophy is built using a customized investment strategy and a defined modeling process for every client. Being a major capital investment company, our philosophical foundation is driven by two things: investment strategy and investment selection. Our investment strategy is to create a portfolio with individualized investment selections. Within our portfolio allocation, we utilize a number of diversified investments that may comprise bonds, stocks, Exchange Traded Funds (or ETFs), and mutual funds.

Customized Portfolio Management Services

Since we, at EZ Finance, don’t have any control over the financial markets, we focus only on those things that we can control. We’ll help you determine the portfolio allocation to reduce the performance drag of taxes and expenses by selecting the most tax-efficient and lowest cost savings and investment vehicles available to us.