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Building Wealth with Professional Investment Management
What sets us apart is our sense of value, dedication to research, adherence to investment policies, belief that capital preservation during periods of adversity is essential, and our unmitigated commitment to our clients. Our sole objective is to manage, grow and protect the assets entrusted to us by our clients.
The investment policies and practices we employ have been proven successful through more than three decades, in bull and bear markets, and have remained substantially the same since the founding of our firm in 1970. Past performance, however, is not indicative of future results.
It is our believe and investor need not take unusual risks to achieve outstanding results. We have been able to achieve our desired objectives by investing at the right time and the right price in conservative growth companies. Our experience shows successful results can best be achieved by the timely selection of quality companies with proven management which are experiencing unusual earnings growth. This has been the hallmark of our success.
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 not yet recognized by the market. Often, the most outstanding opportunities for capital appreciation are provided by a change in “investment themes”. We continuously search for emerging changes that provide such opportunities, and apply strict valuation discipline when committing capital to new investments.
We build our investment positions incrementally, beginning with small positions, and leverage our successes over time. As each portfolio investment confirms our initial thesis, we often add to our investment, with the objective of having the largest positions in our most successful investments. Conversely, we reduce or eliminate positions that do not validate our initial interest.
Contrary to popular convention, we do not believe in remaining fully invested in 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 could be times when 100% cash or cash-equivalents, in our judgment, is indicated for our accounts.
We are professional investors with more 100 years of combined experience in investment management and securities analysis. Through the rigorous daily application of those same investment policies over more than three decades, Les Engebretson, the founder and President of ECM, has become the firm’s largest client. Private Client Group accounts are invested alongside his, with variations based on each client’s objectives and financial profile.
The consistent approach and reliability of our methods has provided benefits to our clients that span decades. Many of our Private Client Group have been with us for more than twenty-five years. We are proud to be of service to the third generation of several of our client families. ___________________________________________________ For a complimentary market analysis of your
portfolio or for more specific information on how we can help you build your
wealth,
please call to schedule a confidential meeting with one of our experienced
counselors. We welcome the opportunity to answer
questions about our services, including inquiries about our outlook for the
economy and markets, our investment strategies and our management team. We
invite you to contact us Feel free to call and ask about our services,
investment results,
management team’s
Click here for a copy of our latest Free Stock Market Outlook. |
ECM
Investment Management (ECM) is a research-oriented investment counseling firm
registered with the Securities and Exchange Commission and dedicated to the
investment success of our clients, including institutions, pension plans and
individuals.
Investment Policies Proven
Successful for over Thirty Years