A complete list of active advisors currently associated with ELCO Management Company, LLC

Warmer can help you find a great advisor at ELCO Management Company, LLC or one who fits your needs even better.

ELCO Management Company, LLC provides discretionary portfolio management to individual and high‑net‑worth clients, charitable organizations and retirement plans through separately managed accounts and as adviser and general partner to a private pooled vehicle, ELCO Select Fund, L.P. The firm’s brochure describes services focused on investment management and pooled‑vehicle oversight rather than offering financial planning services. EMC combines fundamental and technical (including charting and cyclical) analysis across long‑term, short‑term and trading strategies and routinely uses options, short selling and margin or leverage where appropriate. For several sector‑focused SMAs (financial services, life sciences, water and energy infrastructure) EMC contracts sub‑advisors to provide day‑to‑day portfolio management under EMC oversight and shares fees with those sub‑advisors. Noteworthy distinctions from many peers include its role as a private fund adviser that accepts performance‑based compensation for the Fund and certain SMAs (with performance measured relative to prior results), sponsorship of a wrap‑fee SMA program, and procedures that permit some accounts to participate in IPO allocations via prime‑brokerage setups. The firm also discloses regular performance reporting to investors and documents the use of derivatives and borrowing in certain separately managed accounts, practices that are less common among similarly sized team firms.

To learn more about the advisors currently working at ELCO Management Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.