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The Process
We offer consultations in-person, as well as by interactive sessions online. We make the process
effective and efficient by giving people the option of eliminating the inconvenient in-person
meetings, and all the attendant travel time.
Step 1: Identify / prioritize objectives
We begin with a complementary exploratory interactive online session,
to discuss your financial planning issues and investment expectations,
that can be held regardless of your location on the globe.
Step 2: Gather information
We provide you with internet access to our system to enter
information on your goals, risk tolerance, time horizons, preferences,
and tax situation. You can provide the necessary information when it is
convenient for you, at work, home, or traveling. We will then schedule
an interactive online session that is convenient for you, and review
the assembled information, and answer any questions.
Step 3: Analyze information
Echelon will review the information, and prepare an analysis. In this
step, we'll review your current investment program, including your
objectives, risk tolerance, time horizon, preferences and tax
situation. We evaluate investment management alternatives for each
investment strategy pursued in your portfolio. We hire experts in each
discipline, with outstanding track records and favorable fee
structures.
Step 4: Create a personalized plan
We go over the assembled information and resulting plan in an
interactive online session, with as many participants as you wish, that
can be accessed from anywhere in the world, at any time. After
reviewing your plan, we'll create and recommend an investment strategy
customized to your needs. This part of the process helps improve the
investment decision-making process and return potential. We put your
plan in writing, in the form of an Investment Policy Statement, so that
your goals are articulated and your plan is documented. This can assist
in avoiding risks associated with imprudent investment strategies.
Step 5: Take action
Your investment policy is our guide as we implement the recommendations.
Step 6: Monitor your progress
You can log on at any time to update your information, and run
what-if scenarios to help in your financial decisions. We’ll continue
to assess your evolving financial needs, including reviewing individual
investment managers and portfolio performance to make sure everything
is in line with your expectations, goals and objectives.
Account Transfers
Echelon does not custody client assets.
If new accounts are needed, they will be opened at the custodian under
your name. We will prepare all paperwork necessary to open your
accounts. We will keep you informed of the process and will be in
contact immediately if any further action is required on your part. All
account transfers will be done taking into consideration tax
consequences and trading costs. You will receive confirmations of all
account activity including any trades and transfers as they occur.
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