Counsel Trust Company provides a comprehensive suite of investment advisory
and management, consulting, retirement plan, custody, and fiduciary trust services to individuals and organizations, as well as services to independent Registered Investment Advisors. In continuous business since 1986, the principals of Counsel Trust Company have trust and investment banking backgrounds and experience. Our trust structure enables us to offer clients access to both passive and active investment opportunities not otherwise available to many investors.
This is accomplished in part by the trust structure and fiduciary platform enabling Counsel Trust Group to create and offer private equity funds to clients. Also, our relationships with other significant consulting firms and hard-to-reach institutional mutual funds enhance this capability. These funds have delivered strong performance, lower volatility and broad, global diversification to client asset-allocated portfolios.
Our clients invest alongside very large pension and endowment portfolios that retain some of the best active money managers, low-cost institutional funds, hedge funds and private equity funds.
We help clients achieve their investment growth goals while mitigating risk and avoiding investment hazards so prevalent in today’s markets. This is achieved by emphasizing asset safety, quality and a customized, disciplined asset allocation plan. Counsel Trust Group helps clients adhere to the plan, re-balancing among asset classes at different intervals throughout the year—all at a very competitive and reasonable fee structure.
ECA Investment Group, a Registered Investment Advisory (RIA), was founded in 1986 by Edward S. Crooks. The firm provided investment consulting and management services to businesses, individuals, employee-benefit plans and nonprofit organizations.
Counsel Trust Company was founded in early 2002 by Edward S. Crooks, Brian D. Selby and several other investors, both working within and outside the firm to provide custody, trust and other fiduciary services to ECA and other RIA firms employing a similar culture and investment style.
In 2016, ECA Investment Group Inc. was merged into Counsel Trust Company.