Ebert Capital Management is a Fee Only investment firm and we act in a fiduciary capacity for our clients. We are fully independent and our only goal is our clients’ success. Being a Fee Only firm means that our goals are aligned with our clients’ goals and we are incentivized to grow our clients’ investment accounts above all other considerations.
In 2019 we made significant changes to our investment process and equity investment strategies. The global trade war that began in 2018 ultimately made it clear that we could make improvements to our investment process by seeking to invest in high quality companies with superior business models. With our newly launched equity strategies, we aim to purchase companies with leading industry positions that can grow and remain profitable regardless of global economic conditions. Also, with climate change and global pollution problems becoming an increasing threat to humanity, the investment strategies we launched in 2019 aim to invest in "green" businesses that do not produce CO2 and that are in non-polluting businesses and industries. We actively seek to invest in businesses that have high ESG (Environmental, Social, Governance) ratings and that are providing solutions on issues regarding the environment and equality.
Our approach focuses on extremely profitable companies, sometimes with monopolies or near-monopolies in their industries, preferably with recurring revenue models that can help these companies remain highly profitable even during a trade war, recession or other external event. When it comes to investing in equities, we seek a long-term holding approach.
Our ultimate goal is to grow our clients’ investments to the best of our abilities, with a long-term focus with reduced risk and volatility. We believe we can achieve these results through extremely high quality stock selection and avoiding speculative stocks, dying business models, untested business models and businesses in cyclical industries.