The ECA Inventments Mission
Our Mission
We are driven by your best interests, and nowhere is that more evident than in
our desire to generate significant risk-adjusted investment performance for
client portfolios at a reasonable cost.
As your partner, ECA uses sophisticated investment optimization
software to quantitatively maximize your portfolio for the best mix of asset
classes and management styles (the process of investing on the “efficient
frontier” - maximized return given each client’s unique risk tolerance). We
then research and analyze high quality investment advisors located throughout
the country to manage each of those asset classes. Over the years, we have
developed a large database of outstanding active and passive investment
managers.
ECA not only designs your investment portfolio, but provides
management, monitoring, and quarterly reporting services to deliver impartial
guidance and superior performance to every client.
Investing profitably on a consistent, long-term, disciplined basis
is a challenging goal requiring significant resources, time, and knowledge. Our
role as an independent, impartial consultant is to guide clients, without the
typical, costly “sales” strings attached. We believe this gives us a coveted
niche in the financial advisory world – your best interests are truly our first
concern.
Our Goals in Serving Clients
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Understand Client Investment Needs
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Determine Risk Tolerance
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Determine Equity Structure (Asset Allocation Plan) and Process
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Asset Class Allocation (large, mid, small, international, hedge)
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Style (value vs. growth)
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Active vs. Passive Management
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Portfolio Rebalancing
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Draft an Investment Policy Statement
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Strict Impartiality and Confidentiality
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Top Investment Quality
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Superior, Long Term Investment Performance within defined Risk
Parameters
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Minimize Risk
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Lower the Incidence of a Negative Return
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Minimize Costs
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Report the Results
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