Ekaton Wealth Management
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What is it like to be an Ekaton client?

As an Ekaton client, you can expect:

  • To be one of an exclusive group of no more than 100 client families;
  • Highly personalized service with regular communication and reporting based on your specific needs, in a comfortable, accessible environment;
  • A customized portfolio tailored to best fit your personal situation and stage of life, with an appropriate mix of asset classes, as established in an agreed-upon Investment Policy Statement (IPS); Exclusive access to professional asset managers;
  • Clear and timely reporting;
  • A governance and compliance structure ensuring alignment with your best interest.

As a client of Ekaton, you will enjoy the satisfaction of having greater comfort and control over your wealth, working with independent wealth management professionals. Overall, you will feel better about your financial affairs as you work towards meeting your personal wealth objectives.