|
|
|
Investment Management
Our investment management process is focused on the following:
• We Develop a Formal Plan and Investment Policy Statement
• We Implement the Plan
• We Evaluate the Portfolios Performance
Develop
We work with you to develop a formal investment strategy consistent
with the goals and objectives defined in your financial plan. We do not
recommend the same portfolio for each client. Instead, we take each of
your unique circumstances and considerations into account. We then
develop an investment policy for deploying your assets among multiple
asset classes (e.g. domestic and foreign stocks, growth and value
stocks, large-cap and small-cap stocks, real estate, various
alternative investments and intermediate and short-term bonds) This
written investment policy provides the framework for all future
investment decisions.
Implement
We precisely design every portfolio with an eye towards cost
control, tax efficiency, and risk management. We select investments and
allocate funds with strict adherence to your investment policy.
We consider every investment category, and make cost-effective
use of non-traditional investments (commodities, real estate, etc.) to
ensure that our clients are optimally diversified. Through this process
we deploy an "efficient portfolio" - one which has the highest expected
return for a given level of risk.
Evaluate
We continually evaluate your investment portfolio to ensure that
it remains aligned with your investment policy and financial plan. In
addition to monthly account statements, our comprehensive quarterly
performance report helps you gauge the progress of your plan and the
value each specific component is adding to your investment portfolio.
We compare your portfolio's performance to a relevant blended
benchmark. This will help you see how your relationship with Echelon is
adding value over time.
We also review your financial circumstances:
• Have your objectives changed?
• Is your current asset allocation still appropriate?
• Is your portfolio meeting your long-term goals?
Our aim is to keep your financial plan in focus to help you
resist the emotional urge to make reactive changes that could damage
your portfolio's long-term performance.
Contact us | View site map
|
|
|
|