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Asset Management

We pride ourselves on being the architect of the client's investment strategy. We believe in providing a goals-based solutions based upon our clients’ needs and goals. Our disciplined approach can provide you with income if you are retired or asset accumulation if you are still within your working years. It is our view that what separates us from many is our belief that investment advisory asset management should not always be handled directly by your advisor but rather by an outside asset management team committed to your account’s success. ECA has access to a number of asset management firms. Working directly with your local representative can be the first step in cultivating your goals-based solution.

We do not believe in a “one size fits all” approach to your financial picture (or portfolio). Our solutions are as unique as the clients we serve and are tailored to each client’s specific goals, needs, and wants. Upon implementing your solutions with East Coast Advisory, you can rest easy knowing that if they call for investment advisory asset management, your portfolio will be monitored and your assets will be managed by not one person but a group of professionals dedicated to your success. We encourage you to visit with us about the asset management firms we have access to at any time. Some of these firms offer tours upon request.

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