We keep trading costs low and are always looking for tax-efficient investment opportunities.
Crystal balls don't exist and even the best investors are less than perfect. We believe it's more important to have a long-term outlook than to pick the perfect stock over the next quarterly cycle.
Emotions can easily disrupt investment success. We let your financial plan drive the asset allocation, not the hopes and fears of the market.
Our internal Investment Committee meets quarterly to discuss portfolio construction, investment approach, and asset allocation opportunities. We use individual stocks and bonds as well as ETFs to prioritize low-cost, tax-efficient investment strategies that meet each client's unique needs. As a client of Exchange Capital Management, you have direct access to the people who make decisions about your money, should you wish to deepen your understanding of the chosen investments.