Philosophy
At Counsel Trust Company and ECA Investment Group, we are guided by a philosophy of prudent, diversified investment management tailored to the specific needs and desires of our clients. We strive to grow assets while protecting our clients from severe market underperformance. We are advocates for our clients and always hold ourselves to the highest of fiduciary standards—meaning, always acting in our clients' best interests.
- Our client relationships are highly personalized, not transactional.
- We seek to exceed client expectations with proactive advice and creative investment opportunities.
- We are keenly focused on investment management, wealth preservation, and distribution of assets.
- We employ broad asset allocation and diversification to minimize downside risk while providing reasonable growth.
- We blend passive and active investment management styles with cost effective investment vehicles and high-performing boutique investment managers.
- We strive for excellence in our people, our systems, our investment manager selections, and our client interactions.