Discretionary Accounts

Working closely with a Licensed Financial Advisor with experience, detailed expertise, and commitment to help you make the right decisions is essential. When it comes to your discretionary investment account, we will be there every day, monitoring capital market activity and your individual investments in order to maximize investment opportunities and mitigate risk.

Echelon provides Portfolio Managers with industry leading technology to manage your portfolio and your portfolio risk.

Our Discretionary Portfolio Managers have the freedom, flexibility, and industry access to offer you the very best options for your portfolio’s success. In a relationship where trust and respect are vital, they work with you, one-on-one, to determine the appropriate asset mix to meet the needs of your current lifestyle and future financial goals. As your partner in financial success, they create, structure, monitor, and make calculated improvements to your portfolio. Above all, we will be there every day, monitoring capital market activity and your individual investments in order to maximize investment opportunities and mitigate risk.

Your investments are positioned to perform in line with your investment criteria and objectives, while also mitigating portfolio risk. You can take market volatility in stride, knowing we’re managing your investments wisely and with great care.