WHY INVEST WITH US

In- House Excellence

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

 

For starters, 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 that 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 information to help remove emotional reactions.

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© 2018 by Econ Wealth Management

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