WE MANAGE FOR YOU

Asset Management at Econ Wealth Management is an integral pillar of the overall client experience. Our investment selection process combines a top-down macro approach with bottom-up security selection to guide us in constructing Core, Strategic and Revenue portfolios, as well as Tactical accounts. The process infrastructure includes:

  • Actively Managed Portfolios

  • Research Execution Analysis Communication Holistic Planning

  • Daily Investment Review Process

  • Weekly Asset Management Strategy Review

Successful asset management is the foundation of your financial future.

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© 2018 by Econ Wealth Management

SECURITIES OFFERED THROUGH CHARLES SCHWAB & CO. MEMBER FINRA/SIPC