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Financial Planning & Asset Protection Services:

  • Current income needs analysis & cash flow projections

  • Debt assessment & payoff strategies

  • Retirement projections / planning

  • Tax planning

  • Insurance needs analysis including long-term care, term/whole life & disability

    • Property & Casualty Insurance review, in-depth reviews of all policies, including excess liability

  • Estate planning in coordination with your estate planning attorney / titling of assets including retirement accounts and trusts

  • Education planning & funding

  • Family legacy planning including next-generation financial planning and asset management

  • Charitable giving strategies

  • Business succession planning

  • Plan coordination with your family’s other trusted advisors (CPAs, Trustees, Attorneys)

Investment Management Services:

  • Creation and supervision of custom portfolios

  • Risk management based on individual risk/return profile

  • Regular review of our goals-based investment objectives and custom allocation

  • Alternative Investments, including private equity, venture capital, private real estate, and structured notes

  • Ongoing due diligence and monitoring of managers and individual investments

  • Portfolio rebalancing and tactical overlay

  • Tax optimization and loss harvesting

  • Comprehensive online account access featuring portfolio 

Client Support Services:

Private Market Investments:

  • Custody of assets with well-established, trusted firms

  • Comprehensive year-end tax reporting to designated CPA

  • Ongoing client education on changing market conditions, tax regulations, retirement rules and security policies

  • Access to secure Client Portal for consolidated view of accounts across financial institutions

  • Online vault for financial & other personal documents

  • Personalized service for day-to-day needs such as new account set up, wire transfers, bill payment and other money management services

Echelon Investment Company believes that Qualified Purchasers may benefit from non-correlated, private market investments.

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Echelon Investment Company believes 4 key factors of private markets investments can enhance client portfolios:

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  1. Diversification

  2. Access to select skilled managers across different assets classes

  3. Better risk adjusted and excess returns**

  4. Inflation hedge/protection

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Echelon Investment Company employs the following Private Market Solutions to help our clients diversify and enhance their risk return profile.

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Private equity investments in companies via third-party managers that offer growth and return enhancement

 

Hedge Fund Solutions

 

Single manager hedge funds and fund of funds that seek to dampen volatility while outperforming the traditional equity and fixed income markets

 

Special Situations

 

Niche strategies designed to take advantage of complex and misunderstood situations that often originate from shifting market trends or market dislocations

 

Private Credit

 

Private credit and debt investments through third-party managers that provide investors with yield and uncorrelated returns.

 

Real Estate Infrastructure

 

Private investments in real estate through third-party managers that seek diversified risk-adjusted returns and serve as a hedge against inflation

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Current
Investments

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Past
Investments

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