Our mission is to collaborate with our clients to make smart financial choices through uncompromising integrity, trust, and personalized service. ELCO’s highly experienced management team embraces the transition of wealth from generation to generation, guiding investors through niche investment products that highlight disruption and technologies advancements in their respective industries.
We maintain niche separately managed accounts (SMA) through joint ventures with Siegel Asset Management Partners (Energy Infrastructure & Renewables) Mendon Capital Advisors (Regional Banks), and Water Asset Management (Water Opportunities). ELCO also manages a Core Equity SMA and a Preferred Equity/Fixed Income. Our SMA Assets under management are currently $200 million.
IMPORTANT LEGAL INFORMATION:
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