Investment Process
Every worthy goal is part of a greater plan. The greater plan outlines the investment allocation and process fitting the unique needs of each client. ECA partners with clients to set reachable, measurable, performance-related goals.
The cornerstone of our investment management philosophy is asset allocation—a customized plan to invest specific percentages of investment portfolios among various equity, fixed income, and alternative asset classes or styles that specifically address the needs, desires, and expectations of every client.
- ECA Investment Group, Inc., founded in 1986, is a Registered Investment Advisory (RIA) firm. ECA provides investment management and consulting services to businesses, individuals, and institutions.
- Our process begins by determining your goals and objectives, time horizon, and risk tolerance.
- For institutional portfolios, pensions, and endowments, key aspects are documented in an Investment Policy Statement that formally establishes all investment performance, quality, risk, and measurable guidelines.
- We partner with Fund Evaluation Group and Mid Atlantic Capital Corporation. investment consulting firms, which oversee in excess of $40 billion for endowments, employee benefits assets, and high net worth individuals. These partnerships give us access to a larger database of active and passive investment managers, allowing us to pursue options and methods to achieve investment optimization (maximum risk-adjusted performance). These resources also assist us in researching, screening, and retaining some of the finest, nationally renowned investment management firms to manage the Counsel Trust private pools and individual client portfolios.
- Our clients receive important local consulting contact and process education, while obtaining the investment management services of some of the best, and in many cases, inaccessible advisory firms in the United States.
- ECA suggests, researches, analyzes, and monitors private equity and alternative investments for clients.
- ECA writes a quarterly newsletter, opining on current economic and investment news and developments impacting client portfolios.
- ECA regularly provides ECA Research Notes with timely market and investment observations.