Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby EcoCapital gleans information about the client’s wants and tailors a bespoke strategy utilizing appropriate financial products and services. 

EcoCapital combines both financial planning and specialized financial services, including financial planning, advisory, and investment management services. Our goal is to help clients sustain and grow long-term wealth.

This service provides transparency, and personal association of the client with his investment advisor. It provides added service to the customer, with experts on hand to guide his investment decisions and answer all his needs. Management fees or performance fees can be charged on such accounts based on the agreement between the client and the fund manager.