Your Echelon Wealth Partners account gives you access to the best investment minds in the business – institutional-quality managers who individually manage portfolio’s based on your investment preference, tolerance for risk, and return expectations. It’s a highly personalized and professional investment management program designed for investors with more sophisticated investment needs.

How it Works

  • Analyze your investment needs
    Together, we complete a detailed questionnaire that clarifies and focuses your investment objectives, time horizon, risk tolerance and return expectations. With this information, we can develop your personal investment profile, determine an appropriate asset allocation strategy, and investment diversification that’s right for you.
  • Determine strategic asset allocations
    This profile becomes your personal Statement of Investment Policy that details your asset allocation strategy and defines your investment needs.
  • Choose your own portfolio strategy
    We will help you choose the right combination of investment managers for your portfolio to achieve your overall wealth management goals.
  • Benefit from consistent portfolio monitoring
    Regular monitoring and reporting is performed by Echelon Wealth Partners, and an independent third-party investment consulting firm. This lifts the management and administration responsibilities from your shoulders, allowing you to focus on other important matters in your life.