ECM Private Client Group
Client Service & Communication
As a client of ECM, you will receive:
Monthly statements of account showing your account’s holdings
Monthly performance reports showing the return for your account
Access to your portfolio manager directly to discuss your objectives and needs
Personal account reviews by our team of investment professionals
Attentive and courteous service by all of ECM’s staff
Monthly statements of account from the independent third party custodian, trust bank or brokerage firm
A year-end schedule of realized gains & losses report (for taxable accounts) to provide your accountant
ECM clients receive monthly statements of account performance, while many advisory firms report only 4 times per year. In addition, ECM’s Private Client Group publishes regular reviews and forecasts of economic and market conditions, and political and fiscal commentary.
Having direct access to your Portfolio Manager is key when it comes to discussing your needs & objectives. We believe that communication is essential to the success of your portfolio. Our investment team is available weekdays from 6:30 a.m. to 3:00 p.m. Pacific time, and welcome answering any questions you may have.
For a complimentary market analysis of your portfolio, or for more specific information on how we can help you build your wealth, just call and schedule an appointment.
