Company Overview
Since 2009, Echler Solomon Feng has been providing portfolio management services to individuals, families, business owners, and corporations. Echler Solomon Feng's top priority is providing clients with exceptional risk-adjusted performance across multiple asset classes.
We use customized strategies to help you build a strong sense of confidence, ensure peace of mind and safeguard your legacy. We believe that maintaining our status as an employee-owned and managed company is the best way to operate as it brings the goals of the clients and the company into perfect alignment – both concerning themselves with a longer-term perspective.
Also, being employee-owned helps us to bring together exceptional wealth management professionals. More than half of our employees have an ownership interest in the company.
Top-quality staff
We have especially talented and experienced professionals who are experts in their respective fields.
A team-based attitude
A team-based attitude: we work in close collaboration with your other trusted advisors to safeguard and grow wealth. One result of this approach is that the majority of our clients come to us from referrals.
Specific point of contact
Specific point of contact: all our clients have access to their own dedicated account manager who is supported by team members from across the company.
Cohesive, all-encompassing advice
Cohesive, all-encompassing advice: we consider your overall financial picture and life goals, to ensure all areas of your wealth work together harmoniously.
Conflict-free
Conflict-free: by not underwriting significant corporate lending, we are well positioned to offer companies a genuinely conflict-free service.
In addition to our core wealth management team, we have an experienced group of client service and back-office professionals from various backgrounds who are all dedicated to maintaining the highest level of excellence carrying out the needs of our clients.
We believe superior client service is critical; whether responding to client inquiries, reporting, regulatory compliance, privacy and the safeguarding of client information or being available to speak with our clients, we do our utmost to promote transparency, accessibility, and integrity in all areas of our business dealings.
