COMPASS

ASSET MANAGEMENT

Using technical analysis and a focused investment selection process, our asset management team develops portfolios and trades with discretion to fit your specific plan.

Talk to our asset management team about your portfolio.

MARKET COMMENTARY

AM CUP
OF JOE

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Enjoy your cup of coffee with Econ Wealth's new weekly update that provides insights into the economy and markets. Follow along each Tuesday for EWM's latest technical analysis, commentary and action items that may be applicable to you and your accounts. If you have any questions about the information or your personal accounts please give our office a call.  

AM Cup of Joe is emailed out every Tuesday morning for you to enjoy with your cup of coffee. If you would like to receive these emails please sign up below.

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SHOT CLOCK
MARKET MINUTE

Shot Clock Market Minute is a closer look at the charts with Econ Wealth's very own Steve Economopoulos. He will show you what we are seeing in the charts as well as explain where we believe we are heading. Check out a sample below.

Shot Clock Market Minute is emailed out regularly to keep our client informed about what is happening in the market. If you would like to receive these emails please sign up below.

WHY INVEST WITH US?

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IN-HOUSE EXCELLENCE

Many advisory firms use third party investment managers for their clients’ assets. We insist on managing your money directly. Why?

 

At Econ Wealth Management we make it a point to know our clients personally and thoroughly—your situation, your goals, your time horizon, your tolerance for market volatility. This understanding allows us to customize your portfolio in the way that serves you best, and can help you achieve your goals more effectively.

 

Then there’s our bedrock principle of accountability. We believe investors deserve the ability to speak directly with the portfolio managers to whom they’ve entrusted their future. We have found that these conversations can help to build trust, create peace of mind, and lead to more successful outcomes.

NO PROPRIETARY PRODUCTS

No inherent conflicts of interest or incentives to influence the decision making process.

DEDICATED PORTFOLIO MANAGERS

Direct access to investment professionals making the decisions on your behalf.

DAILY INVESTMENT REVIEW PROCESS

Comfort knowing that your portfolio is being monitored and managed every day.

DILIGENT INVESTMENT PROCESS

Confidence knowing that decisions are based on fundamental and technical analysis to help remove emotional reactions.