Eden Capital Management, LLC ("ECM") is different from other investment advisory firms in three significant ways:
(1) our investment approach, (2) our client services approach and (3) our compensation approach.
Investment Approach: ECM builds investment and retirement portfolios for its clients with the goals of maximizing after-tax income generation and reducing portfolio volatility throughout the market cycles. One area of differentiation with ECM-managed portfolios is that we utilize rigorous fundamental financial analysis to identify equity opportunities that include smaller market-capitalization companies, many of which are not large enough to garner the attention of larger investment advisory and brokerage firms. While these smaller companies meet all the regulatory standards of the NYSE and NASDAQ markets, they often do not receive the analyst coverage that mid-size and larger market-capitalization companies receive due to their smaller floats and lower daily trading volumes. This presents a meaningful opportunity for ECM to identify these smaller companies that are “under the radar", but that have excellent growth potential, strong balance sheets, growing dividends and cash flows, profit-driven management teams, and unique geographic focus or products. Often these companies also have low Beta values, meaning their stocks trade on the merits of their own business performance as opposed to being correlated, up or down, with the overall stock market. A typical ECM-managed portfolio will have a large weighting in these smaller companies, with the goal of providing greater protection in market downturns while maintaining the income-generation features of large capitalization dividend paying equities whose underlying prices may be more subject to market volatility. ECM Partners personally visits these smaller companies and regularly speak with their management teams in order to best assess their business prospects and advocate for shareholders. Additionally, ECM Partners often own these companies' stocks as well to ensure that our clients' interests are aligned with our own.
Client Services Approach: ECM's goal is to outperform the S&P500 Index and 10-Year Treasury Yield throughout the market cycle on behalf of all of its clients. In order to build long term, successful relationships with its clients, and unlike many larger, impersonal investment firms, clients have 24/7 access to ECM Partners for any questions regarding their accounts or specific investments. Additionally, upon request, ECM will provide clients with investment training relative to both equity and fixed income securities. Each client receives regular communications regarding their account performance, and we personally monitor each of our client's holdings on a daily basis, including reviewing all related news stories and SEC filings.
Compensation Approach: As a boutique investment advisory firm, ECM does not maintain the large corporate overhead of other firms and is therefore able to pass these savings directly on to our clients so they can keep more of their hard-earned money. Please contact William Ockerman at wockerman@edencapital.org to learn more about our fee structure.