Advisors and clients moving together create an effective team that achieves, maintains and accelerates financial success. At Echelon, each client's primary advisor leads the way and the rest of our financial professionals protectively follow. As one soaring group, Echelon moves faster and travels farther for our clients' success.
We believe in working together. The sum of the whole is stronger than the individual. Our collaborative working model allows us to most effectively and efficiently deliver on our clients’ goals. Echelon was founded in 2011 by capital markets veterans James Mathis and Michael Young. The duo was passionate about the benefits of bringing to individual and institutional investors the investment management, asset allocation, financial markets expertise and risk management strategies they developed from years of managing market making and proprietary trading desks.
Echelon’s team of advisors is committed to helping their clients navigate today’s sometimes tumultuous financial markets and helping protect and grow clients’ assets through financial markets expertise made client centric with individualized investment advice and portfolio construction.
Echelon Investment Management is a Dallas-based private wealth management firm that provides fee-based, customized client investment counsel, based on the client’s business, wealth and retirement goals. Echelon’s brand promise is to consistently enrich our clients’ lives by identifying, preserving and achieving their established financial and wealth objectives. Echelon’s team of experienced, knowledgeable and trusted advisors work hand-in-hand with clients to ensure every investment decision supports our clients’ futures.
Trust is the number one determinant of success in any relationship. For years, Echelon has worked to earn our clients’ trust. Our investment team cares about the individual dreams and goals of our customers. We always put the clients’ needs first and conduct business with integrity, honesty and truth. When new clients team up with our Echelon advisors, they benefit from one-on-one investment counsel expected from a boutique firm, as well as access to robust technology and services from Echelon’s custodial partnership with Charles Schwab Institutional Services.
In addition, Echelon’s customer service is exactly what our clients expect… nimble, knowledgeable and personal. Our clients know our advisors on a personal level and investment decisions are made only after the advisor understands the client’s financial position and goals and how to best address those needs. Investing with Echelon is truly a team undertaking. We believe by working effectively together, we will glide across the finish line of financial security.
We offer investment advice tailored to meet the unique needs of each client. Our role is to serve as our clients’ trusted advisor for specific investment needs or for their overall financial position. We work side-by-side with our investors through every leg of their financial race. Leave it to our team.
What’s at the finish line? The lifestyle our clients deserve now and in the future. Echelon’s clientele of small business owners and their companies, entrepreneurs, successful corporate business leaders, including professional service providers and retirees, benefit from a robust platform of financial solutions, including:
We offer a variety of specialized investment portfolios. These strategies can be added to an individualized plan or selected to meet a client’s specific need. Our Investment Committee members and our Portfolio Managers work as a team to design these specialized investment portfolios to address common investment themes with a fresh look at the market segments that they are designed to address. A combination of proprietary fundamental research and technical analysis is used to select the highest quality securities to achieve the stated objective of the portfolios. The Echelon team is working to navigate our clients through the turbulent winds of the market to achieve their goals.
The primary Portfolio Objective of the Echelon Market Force is to manage risk by investing only in the highest quality stocks by earnings quality measures. A secondary objective is to manage risk by allocating between equities and cash according to measures of overall market risk. Market Force aims to own a limited number of positions, including equities, non-levered short ETFs and cash, to manage risk and reduce extremes of portfolio performance during full market cycles.
The primary Portfolio Objective of the Echelon Dividend Snowball is to compound dividend income for long-term capital appreciation. Current income is not a goal of this portfolio. Dividend Snowball is willing to consider any size U.S. or Canadian company, from small to large cap, that pays us to own it at a good to great valuation. Rather than own dozens of companies, where each additional one is unlikely to be as good as the last, we focus and concentrate on the very best according to our proprietary methods.
The primary Portfolio Objective of the Echelon Insider Income is to find unique patterns of insider buying by searching the high yield space of energy Master Limited Partnerships (MLPs), Business Developments Partnerships, REITs and Preferred Equities. Companies with patterns of Insider activity are then analyzed for coverage of Distributable Free Cash Flow (DCF), as well as bond behavior. Technical analysis is utilized for entry points into positions.
The primary Portfolio Objective of the Echelon Insider Special Situation is to identify stocks with deep or hidden value, overlooked or out of favor equities with heavy and repeat insider buying. This Portfolio is partially contrarian and looks for equities with high short interest, heavy insider buying and possible catalysts for renewed growth.