ECM Investment Management
Key Benefits Of Being An ECM Client
Consistent Investment Policies For Over Thirty Years
Proven Strategies And Strong Sell Discipline, When Needed, To Protect Assets
Fundamentally Sound, Earnings-Driven Investment Selections
Conservative Investment Practices
Preservation Of Capital During Periods Of Adversity
Direct Access To Your Portfolio Manager Who Will Listen To Your Needs & Objectives
Experienced Judgment You Can Rely On
Savings in Time, Taxes, and Investment Expense
ECM is independent from Wall Street and the securities brokerage industry; and has no conflict of interest stemming from the bias on Wall Street. Our only compensation comes from the management of our client accounts, derived from your success. We aim to give our clients the peace of mind that comes from working with our Portfolio Managers who have your interests at heart.
We believe that our combined one-hundred years of investment management experience, comprehensive research capabilities, state of the art portfolio monitoring, and trade execution systems bring exceptional value to our clients.
Unlike many other institutional advisors, our senior management is available to discuss your investment portfolio, the outlook for the economy, and specific investment strategies. Interestingly, our annual costs to clients are very low: comparable to no-load mutual funds.
We work with our clients and their accountants to minimize taxes. We strive to maximize long-term gains; and when selling, we specify high cost-basis securities first, for most taxable client accounts, rather than use FIFO or average-cost accounting, as some advisors do. This can become a significant source of tax savings for our clients. In addition, we provide a full schedule of gains and losses to taxable accounts in January for the previous year.
Custody of Assets
We can work with your present broker, or recommend trust or brokerage firm arrangements for custody of your assets. ECM monitors the strength and stability of your custodian and keeps you informed of any issues that arise. Each bank or broker with custody of managed accounts may be insured by SIPC or other private insurance. While this insurance helps protect accounts when brokerage firms have financial trouble, it does not protect against risk of investment loss.
