Building Wealth With ECM Private Client Services
Professional Investment Management For Individuals and Institutions
"During 2008, the S&P 500 Index was down -37% for the year, while our average Focus Growth account was down less than 8%* for the year, due to our conservative investment policies. Once again, we've outperformed 95% of our peers. Our clients know we work hard to protect assets during adverse periods.
In equity accounts, I know of no one else in the country that has done this well"
- Dr. LW Engebretson, Ph.D, Founder & Chief Investment Officer
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The Top 5 Reasons You Need To Be At ECM
1. An Industry Leader
ECM Investment Management is an organization of recognized professionals with a total of more than one hundred years of experience. We are dedicated solely to the investment management and securities field. We are recognized by leaders in our profession as having achieved consistent results over the years. We work hard to achieve investment success for our clients; including individuals, trusts, institutions, and pension plans.
What sets us apart is our sense of values, adherence to investment policies, dedication to research, belief that making timely investment decisions as well as fundamental research is important, and that capital preservation during periods of adversity is essential. Our sole objective is to actively manage, grow, and protect the assets entrusted to us by our clients. Unlike a mutual fund, we treat each client as more of a family member than just another client.
2. Conservative Investment Practices
Our investment management team scours the universe of investment opportunities in search of undiscovered values. These are often realized in companies that are expected to achieve above-average earnings growth; and are not yet recognized by the market. Contrary to popular convention, we do not believe it is appropriate to remain fully invested during bear markets. We utilize defensive strategies to conserve our gains and protect capital during periods of adversity. When investment conditions and opportunities warrant, assets should be fully invested. However, there are times when 80 to 100% cash or cash-equivalents, in our judgment, may be the most suitable for a client account. In every case, we take into account what we believe is best for our clients.
3. Customized Accounts With A Top Money Manager
ECM Looks beyond the mediocre investment results of most mutal funds and advisors to help investors, like you, realize your investment goals. We work hard to make prudent investment decisions based on fact, not emotion. Our objective, like yours, is achieving consistent growth while anticipating and flourishing through the constantly changing economy and financial markets, managing the risk and volatility that come with investing.
Your individual questions and concerns are discussed with a senior member of our Portfolio Management Team; who watches over your portfolio and investment strategy. Some of the important factors we consider in managing your account are:
Investment Objectives - Your Targeted Investment Value And Cash Flow
Time Horizon - How Long You Expect Or Need Your Money To Be Working Toward Your Goal
Tax Status - We Take Into Account Your Individual Situation To Work To Minimizing Your Tax Liability
Keeping Expenses Low - Every Dollar You Keep Is More Money That Can Grow In The Market. High Fees Can Be A Big Reason Why So Many Firms Can't Beat The Market.
4. The Ever-Changing Market
In recent years, the investment landscape has changed; making it more difficult for the self-directed investor to manage his own portfolio. Changing market forces require sophisticated research capabilities; so you can anticipate changes in the financial markets. However, it's not enough just to have the information, it's having the expertise to interpret the information correctly, and take appropriate action. We are constantly thinking of new ways of outperforming the market, our peers, and add value for our clients. We take a forward-looking approach to investing; staying ahead of the market.
5. It's Time To Make The Call
If you are a high net-worth individual or have a retirement account, and are seeking a flexible, agile investment strategy for today's complex markets; if you are looking for an innovative investment philosophy that drives the use of high performance tools; if the personal individualized approach of ECM's Private Client Group sounds interesting to you, give us a call.
High net-worth investors really owe it to themselves to take the opportunity to meet with a senior member of our organization, and receive an objective opinion from a professional who has probably seen it all. They can answer any questions you have about your specific objectives and investment goals. You will gain professional insight, and perhaps a new perspective on how best to invest your assets. Just an hour of your time may be the most important investment decision of your life.
Call us now for your confidential, personal meeting. We look forward to talking with you.
* Ask us for more information and disclosures regarding our ECM Focus Growth Accounts.