ECT Advisory, LLC

Overview

ECT Advisory, LLC is a small, independent registered investment advisor that serves individual and family clients. The firm structures engagements around financial planning, ongoing portfolio management for individuals and small businesses, and limited pension consulting. Its business model uses both percentage-of-AUM and fixed-fee arrangements, indicating flexibility for retainer-style planning work as well as traditional advisory relationships. Investment approach is centered on publicly available pooled vehicles—primarily mutual funds and other public funds—to establish core equity and fixed-income exposure. The firm supplements core fund holdings with select third-party alternative managers where appropriate. ECT Advisory, LLC does not position itself as an active ESG investor and operates on a single-state, single-office basis, which points to a localized, relationship-driven practice rather than a national platform.

Assets & Accounts

Investments & Alternatives

Location & Offices