ECM Investment Management

Individual Investors

Our Experience Speaks For Itself

We've always had just one focus: to help our clients achieve their long-term investment objectives. Central to our mission is to provide highly personalized service, while leveraging our extensive research resources, experience, and the talents of the investment professionals at ECM .

Accounts managed by ECM are held in custody at either stock brokerage firms or at bank trust departments. There is no cost to open an account, and we require only a $300,000 minimum to get started. Our fees are billed quarterly based on assets under management, so our success is tied to your account's success.

We strive to keep a low profile and maintain very high standards of investment performance and exceptional service. This is particularly important for wealthy investors who require private, confidential, and personalized investment management services. Each member of ECM's staff takes an interest in each client. Our clients enjoy the benefit of having direct access to the decision makers involved in their investments. As a result, many clients have been with us for 10, 20, and even 30 years.

ECM's Investment Strategy

  Invest In Quality Companies With Proven Management and A Catalyst of Earnings Growth.

  Analyze Each Investment For Consideration And Establish A Fair Value For It.

  Take Advantage Of Global Investment Opportunities.

  Build Investment Positions Incrementally to Capitalize On Our Successes.

  Divest In Stages As Price Targets Are Realized.

  Protect Assets During Periods Of Adversity, Employing A Strong Sell Discipline.

  A Dynamic Allocation Of Stocks, Bonds, & Cash, Depending On The Client’s Objectives.

  Continuously Monitor Each Investment’s Fundamentals And Technical Movements.

Before We Invest Your Assets, We Invest In You

We focus our attention to your investment goals, and work on an investment strategy as appropriate, depending on our view of market conditions and your tolerance for risk. Our mission is simply to help you achieve your financial goals in a consistent manner, regardless of market conditions. We will work closely with you to understand your unique situation and create an investment plan that seeks to help you achieve them. This provides consistent, high-quality, and individualized attention to your needs. We want you to have peace of mind knowing your assets are being managed by a highly-experienced investment manager.

Your Portfolio Manager is committed to taking whatever time is necessary to assist you, including working with your other key advisors — accountants, trust administrators, custodians and other family members — to address the complex issues inherent in a comprehensive wealth management plan.

ECM consistently evaluates current holdings to determine whether they are presently meeting our objectives. Your Portfolio Manager maintains a constant awareness of changes in economic conditions such as interest rates, economic sectors, shifts toward or away from stocks, and developing opportunities for investments.

There’s No Obligation

We welcome the opportunity to answer your questions about our services, including inquiries about our investment results, our experienced investment management team, and attractive fee structure. We invite you to contact us to request further information, or to schedule a confidential meeting with one of our Portfolio Managers .

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