Registered Investment Advisor

Some firms are named after founders. Ours is named after family.

Erenda is named after our founder's parents, Eric and Brenda. Not just as a tribute, but as a promise: every client's capital is managed with the same care, discipline, and sense of responsibility we bring to our own family's capital. That standard shapes everything we do, from research and portfolio management conducted to institutional standards, to the fiduciary commitment underpinning every decision.

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Fiduciary
Your Interests First
We are legally bound to act in your best interest, always
100%
Skin in the Game
Our founder invests his own money alongside every client, in the same strategies
Direct Access
Your Portfolio Manager
The person making the decisions is the person taking your calls
Selective
By Design
We serve a limited number of client households because depth requires commitment
Why Erenda
Built on Conviction, Not Convention

Most advisors sell products. We built a firm around a different idea: that your capital deserves the same rigor and discipline institutional investors demand, paired with the personal stewardship and planning depth your family deserves.

Optimization Over Maximization

We don't chase returns. We structure every position so upside potential meaningfully exceeds downside risk. This is a philosophy rooted in asymmetric value, not speculation. The goal is compounding wealth through discipline, not market timing.

Institutional Pedigree, Personal Commitment

Our research process mirrors what powers top-tier institutional investment firms: deep fundamental analysis, proprietary valuation frameworks, and rigorous due diligence on every holding. The difference is that we invest our own capital alongside yours.

Intentionally Selective

Our concentrated, high-conviction portfolio strategy requires deep knowledge of each client's goals, tax situation, and risk tolerance. That depth limits how many families we can serve well, and we're committed to that standard. We are building toward a defined number of client households deliberately.

Tailored to You

No cookie-cutter portfolios. Every client gets a customized strategy through an individually managed account. Your portfolio evolves as your life does, with direct access to the person making the investment decisions at every stage.

Who We Serve
Two Conversations. One Advisor.

Most firms treat wealth building and wealth protection as separate conversations. We believe they're inseparable. Whether you're still building or focused on protecting what you've built, the same disciplined approach applies.

Business Owners & Founders

You've spent your career building something. Your capital deserves the same strategic intensity that got you here. We bring the rigor of institutional capital allocation to founders navigating liquidity events, concentrated positions, and the transition from operating a business to managing a legacy.

Executives & High-Earning Professionals

Senior leaders and professionals with complex compensation, equity packages, and growing wealth who need a fiduciary partner that understands both sides of the balance sheet.

Pre-Retirees & Retired Couples

You've reached a point where preserving what you've built is just as important as growing it. We design portfolios that generate dependable income, plan for your spouse, and protect your legacy, while continuing to grow your purchasing power for the decades ahead.

Investors Seeking a Second Opinion

Those currently working with another advisor or managing their own portfolio who sense they could be doing better, and want institutional-caliber oversight without institutional-level fees.

Erenda is built around concentrated relationships with families whose capital and planning needs warrant the depth of our work. Most engagements begin at a minimum of $500,000 in investable assets.

Exceptions considered for personal referrals from existing clients and situations where the trajectory of the relationship warrants it. Erenda does not pay referral fees or otherwise compensate clients for introductions.

Our Approach
Investment Philosophy

Our goal is positive asymmetry: structuring every position so upside potential meaningfully exceeds downside risk.

Clients First

As a fiduciary, your interests come before everything else. Always.

Capital Preservation

We only invest where the probability of permanent loss is extremely low.

Bottom-Up Research

Rigorous fundamental analysis to identify market inefficiencies others miss.

Rooted in Valuation

Private equity-style framework to find undervalued securities with genuine margins of safety.

Investors First

We built our own wealth through investing. Now we deploy that conviction for you.

Beyond Investing
Comprehensive Wealth Management

Great investing doesn't happen in a vacuum. We take a holistic view of your financial life, integrating investment management with the broader planning disciplines that drive lasting outcomes. The planning work happens here, not at a referral partner. Matthew's background as a former attorney means the structural thinking on estate, trust, and transfer is done at the same desk as the portfolio.

Investment Management

Actively managed, individually tailored portfolios built on deep fundamental research. Every position is selected with your specific goals, risk tolerance, and tax situation in mind.

Retirement Planning

Detailed retirement income projections, Social Security optimization, withdrawal sequencing, and Roth conversion strategies designed to maximize the longevity and tax-efficiency of your wealth.

Tax Planning & Optimization

Proactive tax-loss harvesting, asset location strategies, and coordination with your CPA to minimize your lifetime tax burden, not just this year's bill.

Estate & Legacy Planning

Estate and legacy work handled in-house, informed by Matthew's background as a former attorney. We structure the plan, model the transfer mechanics, and coordinate the legal drafting with counsel. Beneficiary architecture, trust titling, gifting strategies, and the survivorship work families need most when they need it most.

Financial Planning

Comprehensive goal-based planning that connects your investments to your life: education funding, major purchases, insurance needs, and long-term wealth projections.

Risk Management

Insurance review and gap analysis to protect against the risks that can derail even the best investment plan, including life, disability, liability, and long-term care.

Getting Started
How We Work

A clear, straightforward process designed to understand your goals and build a strategy around your life, not a product.

1

Discovery

A confidential conversation to understand your financial picture, goals, risk tolerance, time horizon, and what matters most to you. No cost, no obligation.

2

Custom Strategy

We design a personalized investment plan informed by rigorous fundamental research, your tax situation, and your complete financial goals, including retirement, estate, and tax planning.

3

Ongoing Management

Continuous portfolio oversight, proactive rebalancing, tax-loss harvesting, and regular reviews. Your portfolio evolves as your life does, with direct access to your portfolio manager at every stage.

Research-Backed
The Cost of Going It Alone

8.5%

The Behavior Gap

In 2024, the average equity investor earned 16.5% while the S&P 500 returned 25.0%. That 8.5% gap wasn't caused by bad markets. It was caused by bad timing, panic selling, and emotional decisions.

15 consecutive years of DIY investor underperformance
25%: the rate investors correctly timed the market in 2024
$1M gap over 20 years from behavioral mistakes alone

Up to 3%

The Advisor Value-Add

Vanguard's 25-year Advisor's Alpha research shows professional advice can add up to 3% in net annual returns, primarily through behavioral discipline, tax efficiency, and strategic planning.

Behavioral Coaching up to 2.0%
Tax-Efficient Withdrawals ~1.2%
Asset Location & Rebalancing ~0.7%

We believe our 0.8% fee represents exceptional value for the institutional-caliber service you receive.

Sources: DALBAR Quantitative Analysis of Investor Behavior, 2025  |  Vanguard Advisor's Alpha, 2024
Individual results may vary. There is no guarantee that advisory services will produce the results described above. Past performance of market indices does not guarantee future results.
Fee Structure
Transparent, Radically Fair Pricing

On a $1M portfolio, switching from a typical RIA to Erenda saves you over $702K in fees over 20 years.*

Robo-Advisor

0.25%
✕ Algorithm-driven, no research depth
✕ No portfolio customization
✕ No direct advisor access
✕ No individual tax-loss harvesting
✕ No advisor co-investment
✕ No comprehensive planning

Erenda Capital

0.8%
✓ Institutional-grade research depth
✓ Fully customized portfolios
✓ Direct portfolio manager access
✓ Individual tax-loss harvesting
✓ Management invests alongside you
✓ Comprehensive planning included in fee

Typical RIA

1.0–1.5%
✕ Limited research depth
✕ Cookie-cutter model portfolios
✕ No direct PM access
✕ Tax-loss harvesting rarely offered
✕ Advisors rarely co-invest
✕ Planning often referred out or billed separately

*Assumes 10% gross annual return over 20 years on a $1M initial investment. Actual returns will vary. This illustration compares the compounding effect of fee differences only and is not a guarantee of future performance.

Resources
Investor Guides

Free guides that give you the tools to evaluate your advisor, navigate volatility, and invest with confidence.

Due Diligence Guide

7 Questions to Ask Your Financial Advisor

The questions most investors never think to ask, and what good answers look like. Use this guide to evaluate whether your advisor is doing exceptional work or simply looking the part.

Download Guide
Behavioral Investing Guide

When Markets Fall: Staying Disciplined When Everyone Else Is Panicking

Lessons from Buffett, Marks, and institutional investors on navigating volatility. A practical framework for navigating downturns.

Download Guide
AI & Investing Guide

Can AI Be Your Financial Advisor?

What every investor should know before trusting a chatbot with their wealth. Peer-reviewed research on why AI validates your biases instead of challenging them.

Download Guide
Fee Transparency Guide

The True Cost of Your Financial Advisor

The fees, conflicts, and hidden layers most investors never see. Learn how to calculate your true all-in cost and what transparent advice actually looks like.

Download Guide
Satirical Market Commentary

An Interview with Mr. Market

A candid conversation with Benjamin Graham's most emotional character about fear, fundamentals, contradictions, and the cost of panic. Session One of an ongoing series.

Read Interview
Estate Planning Guide

What Happens to Your Money When Something Happens to You

Written by a former attorney turned portfolio manager, this guide covers the five essential documents every investor needs, the most common beneficiary designation mistakes, and why your estate plan and investment strategy need to work together.

Download Guide
Retirement Income Guide

The Retirement Income Playbook

A practical framework for generating consistent income in retirement. Covers sequence of returns risk, the 4% rule, tax-smart withdrawal order, Social Security timing, and how to build a portfolio that pays you.

Download Guide
Advisor Evaluation Checklist

What to Look for in an RIA

A two-page checklist with evaluation questions across eight categories. Each includes "What Good Looks Like" benchmarks and red flag descriptions to help you compare advisors objectively.

Download Checklist
Perspectives
Market Commentary & Research

We publish periodic letters and research to share the thinking behind our portfolio decisions.

Investor Letter • March 2026

Staying the Course

Why behavioral discipline, not market timing, is the largest single source of advisor value. Drawing on Vanguard's Advisor's Alpha research and Morningstar's Mind the Gap studies, we examine the compounding cost of emotional decisions and make the case for patience as a competitive advantage.

Read Letter
Leadership
Investment Leadership
Matthew Buehler, Founder & Portfolio Manager

Matthew Buehler

Founder & Portfolio Manager

Matthew's background spans corporate law, private asset valuation, and public security analysis, giving him a rigorous analytical foundation that few advisors possess. He and his family invest alongside every Erenda client, in the same portfolios and the same strategies. When he makes a recommendation, he's putting his own capital behind it.

Every client works directly with Matthew. Not a relationship manager, not a junior advisor. You get the person making the investment decisions.

That legal background is also why comprehensive planning sits inside Erenda rather than outside it. Estate structures, beneficiary architecture, gifting strategy, and the survivorship transitions every family eventually faces: these are not handed off at intake and forgotten. Matthew structures the plan himself, alongside the portfolio, and coordinates the legal drafting with counsel. The portfolio and the plan stay accountable to each other, because they are built by the same person.

Former corporate attorney; estate and survivorship planning kept in-house
Investment career specializing in private asset and public security valuation
Invests his own family's capital alongside every client
Fiduciary-first approach to every decision
J.D., Indiana University School of Law; B.A., Indiana University

Investment research: Our research capabilities draw on experience from top-tier institutional investment managers, ensuring the same caliber of analysis that powers leading investment firms, now working for you.

Ready to invest with conviction?

Schedule a confidential conversation with our team to discuss your investment goals and how Erenda can help.

Schedule a Consultation Call 414-219-1985