ELCO Investment Philosophy

The cornerstone of ELCO Management’s investment philosophy is a commitment to protect and enhance our clients’ wealth over time in a conservative and prudent manner. Our objective is to achieve these results without taking excessive risk. We believe long term capital appreciation is achieved through niche investment strategies that have not yet been recognized by the investing public. We are out of the box thinkers with research backgrounds. We understand our own strengths and collaborate with other industry experts, which is why we structured joint ventures with highly experienced investment professionals to help manage our outside investment solutions.

We believe consistent earnings growth is the primary driver of intrinsic value and long-term price appreciation. Accordingly, our efforts focus on identifying and then investing in thematic concentrated portfolios which has the capability of delivering above-average earnings growth that can be sustained. We seek to invest in businesses with exceptional earnings growth, driven by a sustainable competitive advantage, superior financial strength, proven management, and attractive products. We think that such exceptional companies not only have the potential to contribute outsized returns but also are inherently less risky.

We pride ourselves on client relations. It is fundamental to our investment process to communicate and educate our investors. If you are familiar with our story then you know we work as a family and treat our clients as such. What we strive to accomplish is a long term relationship where your capital can grow through unique investment solutions and help facilitate transfer of wealth to the next generation.

For more information, See our Managed Accounts.