Investment Strategies Based On Our Proprietary Research
Each of our portfolios is constructed using our rigorous research process, aimed at providing investors with the right mix of growth and principal protection options to choose from. To read about the performance of each strategy, please review our Quarterly Investment Reports. To read our disclosures and to read our updated Form ADV, click here.
ECM claims compliance with GIPS® (Global Investment Performance Standards) for performance reporting. ECM complied with all the composite construction requirements of the Global Investment Performance Standards (GIPS®) on a firmwide basis for the periods December 1, 2010 through September 30, 2020. ECM designed its policies and procedures to calculate and present performance results in compliance with the GIPS standards as of September 30, 2020. To see a copy of our GIPS® verification letter, click here.
Conservative Growth
Our Conservative Growth investment strategy seeks to provide investors with a lower volatility approach to portfolio growth. The primary objectives of this investment strategy are to avoid large drawdowns while still providing growth above inflation levels. The strategy is composed of low cost bond and equity ETFs and seeks to allocate between 25% and 50% of client portfolios to the U.S. bond market, with the rest of the strategy providing exposure to large cap U.S. stocks and growth and technology segments of the U.S. stock market. This strategy is benchmarked to the S&P 500 Index.
Diversified Growth
Our Diversified Growth investment strategy seeks to provide investors with exposure to a wide cross section of the U.S. stock market, with a focus on diversification, reduced volatility and growth. The strategy was developed to give investors reduced volatility as a primary goal and growth as a secondary goal. The strategy is built with low cost ETFs with exposure to large cap stocks and growth and technology segments of the stock market. This strategy is benchmarked to the S&P 500 Index.
U.S. Equity
Our U.S. equity strategy seeks to provide capital appreciation and dividend income by selecting dominant, high quality U.S. companies with a small allocation to traditional value stocks. Our focus is on companies that can perform well regardless of economic cycles, have monopolistic positions in their industries, preferably that have recurring revenue models and that reward shareholders through dividends and/or stock buybacks. This strategy is benchmarked to the S&P 500 Index.
Global Equity
Our Global equity strategy seeks to provide capital appreciation and dividend income by selecting dominant, high quality companies that have operations centered outside the U.S. or more than 50% of revenues coming from outside the U.S. Our focus is on companies that can perform well regardless of economic cycles, have monopolistic positions in their industries, preferably that have recurring revenue models and that reward shareholders through dividends and/or stock buybacks. This strategy is benchmarked to the MSCI All Country World Index.
Blended Equity
Our Blended Equity strategy combines the stock selection process used in both the U.S. and Global Equity strategies. Although this strategy deploys the same stock selection process as our other two equity strategies, it blends U.S. and Global stocks in one portfolio to achieve more diversification. This strategy is benchmarked to the S&P 500 Index.
Conservative Income
The strategy generally holds low-cost corporate bond ETFs and a small selection of high quality stocks. The strategy aims to balance quality bond issues and high-yield bond ETFs and is benchmarked to the Barclays US Aggregate Bond Index. The total return is expected to result from a combination of current income and capital appreciation, with income being the dominant component of total return.
Municipal
The strategy holds tax-free municipal bond ETFs and a small selection of high quality stocks. The focus is on providing a tax-efficient portfolio of bond ETFs that blend quality bond issues with high-yield bond ETFs. The strategy seeks maximum total return by investing in a blend of high yield short-term, intermediate-term and long-term investment grade municipal bonds ETFs. The strategy is benchmarked to the Barclays Municipal Bond Index.