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Ebert Capital Management Inc. Achieves GIPS® Performance Verification: All Portfolio Investment Strategies attain audited investment performance verification.

ARCATA, CA—January 28, 2014—Ebert Capital Management Inc. (ECM), a registered investment adviser with more than $13 million in assets under management, announces its propriety research investment strategies have been verified compliant with Global Investment Portfolio Standards (GIPS®) since the firm’s inception in 2010.  

Most investment firms do not seek GIPS® performance verification because it isn’t a requirement. However, given the strong performance record ECM has built, this verification underscores the firm’s reputation as an innovator of value investment management and sets us apart from our peers – many of whom rely on commission-based, low performing mutual funds.

Since the firm’s inception ECM has used their proprietary Value Stock Score® system to select stocks and build portfolios. The strategies that use the Value Stock Score® system have significantly outperformed their benchmark indices on an annualized basis over that time period. ECM strives to continue its strong performance and grow its clients' assets, which is and will always be their ultimate goal.

“We are ecstatic to get our performance record GIPS® verified,” says ECM CEO Benjamin Ebert. “It’s a reflection of our comprehensive standards, and a testament to the rigorous research we’ve put into creating our all of our strategies, such as the Value Stock Score® Strategy. Achieving GIPS® verification shows our clients just how dedicated we are to growing their investments.”

GIPS® are a set of ethical standards recognized in over 30 countries. Compliance to GIPS® standards requires ECM to submit to intensive audit requirements with the objective of a common method for calculating and presenting investment performance; thereby, removing uncertainty from the manager analysis process. GIPS® verification also requires ECM to have all of the firm’s strategies audited under equal scrutiny, eliminating the possibility of account selection and survivorship bias.


About Ebert Capital Management Inc.:

Ebert Capital Management Inc. (ECM) is an independent, fee-only registered investment adviser. We provide investment management and financial planning for individual investors, retirement plans, other financial advisers and institutions. We focus on providing strong performance, intelligent portfolio construction and comprehensive investment solutions for our clients.


Benjamin Ebert
1154 8th Street
Arcata, California
(707) 825-8200