EBCO Trustee Services Ltd Liab. Co.

Ebco Trustee Services Ltd. Liab. Co. provides discretionary and non-discretionary portfolio management and investment consulting to high‑net‑worth individuals, families, trusts, and select business clients, tailoring services to each client’s objectives, risk tolerance, and liquidity needs. The firm serves a primarily international client base and discloses that it is regulated by Swiss authorities while registering with the U.S. Securities and Exchange Commission to provide services to U.S. clients.

The firm describes a disciplined investment process that integrates fundamental, technical, and quantitative analysis with strategic asset allocation, tactical adjustments, security selection, and risk controls such as diversification and stress testing. Ebco offers both advisory models and, in limited circumstances for qualified clients, performance‑based fee arrangements and related policies to mitigate side‑by‑side conflicts.

Distinctive features include its status as a trustee/ trust company and a principal office outside the United States, an affiliated firm (Ebco Fiduciaria SA) that provides fiduciary, accounting, and tax preparation services under separate operations, and a materially international client focus—characteristics that are uncommon among similarly supported advisers. The firm also does not take custody of client assets, relies on independent custodians, and discloses possible retrocessions and third‑party referral arrangements with policies intended to manage those conflicts.