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Press Releases

08/24/2018 Money Manager Review again ranks ECM's investment strategies among the best
11/02/2016 PR Web: Ebert Capital Management Inc. Again Achieves Top National Rankings for Investment Performance
08/05/2014 The Times Standard: Local investment firm touts national ranking
05/17/2014 Local investment firm touts national ranking [See 4/28/14 article for full details]
02/06/2014 Local investment adviser announces accreditation  [See 1/28/14 article for full details]

 

White Papers

04/01/2015 ECM Value Stock Score® Strategy White Paper, Version 2

 

Investment Reports

October 2014
January 2015
April 2015
July 2015
October 2015
January 2016
April 2016
July 2016
October 2016
January 2017
April 2017
July 2017
October 2017
January 2018
April 2018
July 2018
October 2018

 

Market Updates & Articles

03/10/2014 How To Protect Your Investments From Periodic Market Downturns
04/28/2014 Press Release: ECM Investment Strategy Achieves A Top National Ranking
01/28/2014 Press Release: Ebert Capital Management Inc. Achieves GIPS® Performance Verification
04/21/2013 Market Update: Intelligent Model Portfolio Construction Leading To Strong Returns
05/08/2013 Sales Loads: Avoiding These Can Save Investors A Lot Of Money
06/28/2013 Market Update: Shaky Bond & Emerging Markets Are Testing Investor Patience
08/23/2013 ECM Releases App for Apple and Android Devices

 

Recognition

08/24/2018 Conservative Income Strategy (gross of fees) #1 Ranking, Core Fixed Income category, Trailing 12-month Performance
08/24/2018 Fundamental Value Strategy (gross of fees) #2 Ranking; Global Stock Score Strategy (gross of fees) #4 Ranking, in the Global Equity Multi-Cap Category, Trailing 12-month Performance
03/31/2017 Fundamental Value Strategy #2 Ranking; Global Stock Score Strategy #3 Ranking, Trailing 12-month Performance
03/31/2017 Global ETF Score Strategy #1 Ranking, Trailing 12-month Return/Risk
12/31/2016 Global Stock Score Strategy #1 Ranking; Fundamental Value Strategy #3 Ranking, 1 Yr Performance
12/31/2016 Conservative Income Strategy #2 Ranking, 1 Yr Performance
12/31/2016 Conservative Income Strategy #9 Ranking, 3 Yr Performance
12/31/2016 Global ETF Score Strategy #2 Ranking, 1 Yr Performance
10/30/2016 Conservative Income Strategy #1 Ranking, 1 Yr Performance
10/30/2016 Conservative Income Strategy #1 Ranking, 3 Yr Performance
10/30/2016 Global ETF Score Strategy #2 Ranking, 1 Yr Performance
10/30/2016 Global Stock Score Strategy #1 Ranking, Fundamental Value Strategy #3 Ranking, 1 Yr Performance
10/30/2016 Value Stock Score Strategy #14 Ranking, 1 Yr Performance
08/04/2014 ECM Strategies Excel in Global Equity Multi-cap Category (excl. REITS/Convertibles)
08/04/2014 Global Stock Score Strategy Earns National Top 10 Ranking
04/28/2014 MMR Ranking: Fundamental Value Strategy Achieves A Top National Ranking