Ekaton Wealth Management
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What we do

Ekaton provides trusted, sound financial stewardship to clients and their families. We adhere to a strategy and approach that best fits with our client's objectives, and is aligned with their personal situation and stage of life.

We meet our client's needs by providing highly personalized, independent wealth management services with increased oversight, due diligence and professional guidance over a clients financial affairs.

Our approach

Our time-tested approach involves six stages:

  1. We seek first to understand your personal situation and stage of life.
    1. What are your personal objectives?
    2. What other factors may impact your situation (e.g. family, business, professional practice, illness, etc.)?
    3. Are you prepared for transition events such as retirement, sale of a business, transfer to next generation, etc.?
    4. What is your tolerance for risk?
  2. We work directly with you to design a strategy that is the best suited for your personal situation and stage of life. This is mutually agreed and documented in an Investment Policy Statement or IPS.
  3. We work with select professional asset managers to determine the investment products that best meet your specific needs.
  4. We ensure client assets are well protected by placing the custody of their assets with globally -respected custodians.
  5. Communication is received regularly about performance and risk. We proactively discuss – with you, - the events/issues/ opportunities that may impact your wealth management strategy.
  6. We work with you to re-adjust or re-align your wealth management strategy , if events, or your personal situation, warrant a change.

In selecting professional asset managers as partners, we follow a careful, disciplined process of initial and ongoing due diligence that ensures alignment with our philosophy andp rinciples. Once Ekaton has conducted its due diligence with respect to an asset manager, it may present such manager as being appropriate to execute a client mandate as set out in a client's Investment Policy Statement. As part of our prudent due diligence, Ekaton monitors the asset managers to ensure they meet the expectations and needs of our clients.

Why is this a good approach? We believe clients benefit greatly from a strategy and approach that includes adding a layer of oversight, careful due diligence, and professional guidance without incremental cost.

Our services

We provide wealth management strategies and services to our clients, including:

  • Trusted, sound investment and financial stewardship tailored for your personal situation and stage of life;
  • Access to professional asset managers with a track record of capital preservation and performance success, which are otherwise, typically only available to large institutions; and
  • Highly personalized service at fair and reasonable fees.
Our added value

Highly personalized, independent wealth management services with increased oversight, due diligence and professional guidance over a best suited strategy.