ECM Investment Management
Institutional Investors
Premier Investment Research & Management
ECM is known as a premier provider of institutional asset management and works closely with a diverse range of clients:
Retirement Trusts
Corporate Assets
Charitable Remainder Trusts
Insurance Company Assets
Endowments
Pension Plans
401/k Plans
We have had accounts held at many custodians and brokerages, including:
Merrill Lynch
Smith Barney
AG Edwards
Union Bank of California
TD Ameritrade
Mellon Bank of Toronto
Southwest Bank
Bank of Luxembourg
Hong Kong Bank & Trust
Investment Strategy
ECM has always had one focus: to help our clients achieve their long-term investment objectives. Central to our mission is to provide highly personalized investment management, while leveraging our extensive research resources, experience, and the talents of the investment professionals at ECM.
Our Portfolio Managers maintain a constant awareness of changes in economic conditions such as interest rates, shifts toward or away from stocks, and developing opportunities for investments. We work hard toward achieving your goals. We strive to 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 Our Time
Each client at ECM has their own goals & investment objectives. Our clients have direct access to their investment manager, who will work closely with you to understand your unique financial goals, 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.
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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