RECRUITING
INVESTMENT MANAGEMENT
WHY INVEST WITH US?
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IN-HOUSE EXCELLENCE
Many adviser 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.
A FIDUCIARY AND EWM
Econ Wealth is a fiduciary! What does this mean? What does this mean to you? Simple - One answer to two questions – We at Econ Wealth, as a fiduciary, are required to always put our clients’ interests
ahead of our own, with a sense of good faith and trust. We are legally and ethically bound to put your best interests first.
We here at Econ Wealth Management strive to be actively involved in working for your best interest. With our investment philosophy and our unique portfolio management we believe our process is second to none when it comes to investing in our client's best interest.
EWM is an honest WIN when it comes to wealth management firms.
INVESTMENT SERVICE SAMPLES
GAME PLAN
PRODUCT SAMPLES
SAMPLE INVESTMENT POLICY STATEMENT (IPS)
Your Investment Policy Statement (IPS) is a key component of your personal investment strategy. The purpose of your IPS is
to set forth in writing an appropriate set of long-term objectives and goals that you would like to attain through the investment of your portfolio’s assets. Set the boundaries for your portfolio’s asset allocation and investment guidelines. We will refer to this IPS as your investments grow and your goals change. We will also use the criteria listed here to ensure that your selected portfolio continues to meet your requirements. If your circumstances or goals change, your IPS should be updated to reflect these new requirements and changes to your portfolio.
MONEYGUIDEPRO SAMPLE PLANS
SAMPLE PLANS YOU HAVE ACCESS TO WITH EWM BASED ON YOUR ASSET SEGMENT
