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ECM Private Client Services
Professional Investment Management
For Individuals and Institutions
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"Over the years, our clients have told us that some of the most important reasons they have ECM manage their investments are:
- Dr. LW Engebretson, Ph.D, Founder & Chief Investment Officer 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:
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.
Read Our Current Market Commentary Here
They can depend on us to be there to actively manage their portfolio
They know we work diligently to outperform the market during the good periods
But most important, that we work hard to protect their assets from severe deterioration during adverse periods.
