OUR SERVICES
Our Service Levels:
At Econ Wealth Management we strive to provide a First Class client experience and we recognize that each relationship is specific to your individual needs. The service levels depicted below offer guidelines for what you can expect based on your relationship with Econ Wealth Management.
Pilot Portfolio Series
We act solely as your asset manager utilizing our PPS investment strategies.
Strategic
For clients with at least $250,000 invested, we act as a guide for their financial plan and utilize a combinations of PPS and Strategic investment strategies.
Tactical
For clients with at least $500,000 we offer a hands-on approach to wealth management that includes customized portfolio strategies using PPS, Strategic, and Tactical strategies.
Operational support for accounts
Asset allocation and trade execution
Daily investment monitoring
Risk tolerance analysis
Capital gain management and tax-loss harvesting
Investment policy guideline document
Performance reporting
Investment research and due diligence
Exclusive insight - portfolio information access on website
Monthly statements
Online account access
Proactive phone contact for updates and information
Educational and appreciation event invitations
Budget analysis
Face-to-face meetings as needed
Income distribution planning
Retirement savings strategy review
Personal goals review
Education planning and strategy
Develop and monitor financial plan
Secure online access to financial plan
Net worth analysis
Social Security scenario modeling
Estate plan coordination with attorney
Tax planning with tax advisor
Insurance needs analysis (life, disability, LTC)
PPS
Strategic
Tactical
Charitable gift planning
Proactive annual plan review
Portfolio Review with Asset Management Team
Portfolio Specific Communication
Create an individualized allocation strategy.