Investment Management

"Goals provide the energy source that powers our lives. One of the best ways we can get the most from the energy we have is to focus it. That is what goals can do for us; concentrate our energy," says best-selling author Denis Waitley.

Every worthy goal is part of a greater plan. Your investment process will be one of the most important decisions you make, but with Counsel Trust as your partner, you'll be setting reachable, measurable, performance-related goals.

The cornerstone and chief goal of our investment management philosophy is asset allocation -- developing a customized plan to invest specific percentages of investment portfolios among various equity and fixed income styles that specifically addresses the needs, desires and expectations of every client.

Our process begins by determining your performance goals and objectives, time horizon, and risk tolerance, all of which are identified in the Investment Profile. For institutional portfolios, pensions, and endowments, key aspects of the Investment Profile are documented in an Investment Policy Statement that formally establishes all investment performance, quality, risk and measurement guidelines.

Through our affiliate, ECA Investment Group, Inc., we partner with several national and regional consulting firms such as Wilshire Associates, Strategic Financial Solutions, Evestment and Mid-Atlantic Capital Group. These partnerships give us access to a large database of active and passive investment managers, as well as investment indices to assist clients in maximizing their portfolios for the best mix of investment size, style, asset class, and risk monitoring. These resources also assist us in researching, screening and retention of some of the finest nationally known investment management firms to manage the Counsel Trust private pools and individual client portfolios.

Our clients receive important consulting contact and process education, while obtaining the investment management services of some the best, (and in many cases) inaccessible advisory firms in the United States.

We recommend building an asset allocation plan for every investor prior to selecting professional money managers or investing in individual stocks, bonds, private pools or mutual funds. Turmoil and uncertainty are two of the few guarantees in the investment marketplace, but new investment opportunities are continuously created within all asset classes.

In today's fast-moving global economy, it's impossible to consistently
predict what asset class will out-perform and what asset class will under-perform. But it is possible to secure an independent, impartial, and accessible consultant to guide you in important decisions that will help to achieve your wealth-building goals. It is our privilege to serve your best interests.