Objectivity/Impartiality
“Driven By Your Best Interests” is more than a clever tagline for ECA and Counsel Trust Company. It is the core principal guiding every aspect of our business relationship with our clients. We first strive to understand our clients’ financial goals, objectives, and risk tolerance, and then manage their portfolios accordingly.
- Honesty, integrity, and confidentiality are hallmarks of our client relationships.
- We are not captives of external investment product platforms. We use a wide range of active and passive investment tools—all selected and blended together to achieve our clients’ goals.
- We avoid becoming emotionally involved with our clients’ investments; rather, we view them as tools to achieve a goal.
- We partner with independent researchers and advisors to provide continuous, objective advice on asset allocation, sector focus, and econometric factors influencing our portfolio structuring.
- When purchasing or selling securities across multiple clients’ accounts, we are vigilant to maintain objectivity so that all participate at similar levels.