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DISCIPLINED STRATEGY.
DYNAMIC RESULTS.
Our Investment Management Team combines research-driven insight with disciplined execution to help clients achieve lasting results. We actively monitor markets, manage risk, and adjust portfolios with precision - ensuring every investment decision aligns with your long-term goals.
REAL. ACTIVE. SOLUTIONS.
Your Investment Experience
Investment Selection
Our in house investment selection process is built on discipline, research, and alignment with our clients’ goals. We conduct daily market research and ongoing monitoring to stay ahead of changing conditions, ensuring every investment we select is thoughtfully chosen to support each client’s unique financial objectives and needs. Our disciplined approach is designed to balance opportunity and risk—always with the goal of achieving long-term, consistent success.
Advanced Strategies
We offer advanced investment strategies designed to meet the complex needs of high-net-worth investors. Our approach includes the use of covered call writing and protective puts for strategic portfolio enhancement, as well as customized municipal and taxable bond ladders to manage income, liquidity, and tax efficiency. Each strategy is tailored to the client’s specific objectives—whether it’s generating consistent income, reducing volatility, or optimizing after-tax returns—within a disciplined, risk-aware framework.
Our Portfolios
We design portfolios using a strategic blend of individual stocks and exchange-traded funds tailored to each client’s unique risk profile. Our core portfolios are built with a focus on growth, dividend income, or a balanced combination of both—allowing us to align each investment strategy with the client’s long-term objectives. Through careful research, diversification, and disciplined oversight, we seek to deliver performance that reflects both opportunity and stability across varying
market environments.
Schedule your free consultation today!
Investment Selection
​At Econ Wealth, our investment selection process integrates top-down macroeconomic research, targeted sector and asset class evaluation, and technical analysis-driven security selection to identify opportunities aligned with market conditions. We begin by broad market indicators such as price trend, breadth, sentiment, seasonality & fund flow to gauge overall market health and risk appetite. This macro perspective informs our tactical sector and asset class positioning, helping us determine which areas to overweight or underweight based on relative strength, value, and price analysis. Once priorities are established, we implement computer-driven models that utilize technical analysis and quantitative screening to identify individual securities with strong momentum and favorable chart setups. Portfolios are then constructed to balance opportunity and risk, with disciplined position sizing and ongoing performance monitoring. Our investment committee continually reviews market conditions and portfolio exposures to ensure alignment with our strategic outlook and client objectives.
Our Portfolios
Our investment management team builds client portfolios using a combination of exchange-traded funds (ETFs) and individual stocks to provide cost-efficient, diversified exposure to the markets. Our Core ETF models are fully customizable to match any client’s risk profile, from focused income allocations to more capital appreciation oriented strategies. In addition to ETFs, we offer three distinct individual stock portfolios - our Core Stock, Dividend Stock, and Growth Stock strategies - each designed to meet different investment objectives. All of our stock strategies are managed with a focus on tax efficiency, seeking to enhance after-tax returns through thoughtful trading and portfolio construction. Every portfolio we manage is actively overseen using our disciplined, top-down investment selection process, combining macroeconomic insight with technical analysis. This integrated approach allows us to adapt to changing market conditions while staying aligned with each client’s long-term goals.
