Professional distinction in specialized areas is the cornerstone of ECHELON, whether in investment banking or consulting services.  ECHELON understands that each client situation is unique and requires a tailored approach in order to maximize value and ensure a successful outcome.  ECHELON invests time and energy at the initiation of each engagement to determine client objectives and define expectations.  ECHELON professionals are diligent about leveraging their industry knowledge to develop a strong understanding of the clients’ businesses, assess the markets in which they operate, and evaluate the range of available strategic alternatives. 

Investment Banking Services - [ more info ]
Drawing on a wealth of experience gained at such prestigious firms as Goldman Sachs, The Capital Group, Morgan Stanley, and Merrill Lynch, ECHELON’s professionals are well-equipped to handle a diversity of investment banking needs.  ECHELON investment banking services fall into...

Consulting Services - [ more info ]
ECHELON’s consulting services are designed for senior executives who take a portfolio manager’s approach to decision making.  These types of executives view their decisions as investments of time and capital with associated risks and returns.  Accordingly, they are extremely interested in...

Board Advisory and Executive Seminars - [ more info ]
ECHELON advises boards and conducts executive seminars on a variety of topics tailored specifically to the wealth and investment management industries.  ECHELON’s seminars are designed to help executives make significant progress in an area of major strategic importance.  They are...

Breakaway Broker Services - [ more info ]
ECHELON helps companies to build customer focus into every aspect of their day-to-day business.  ECHELON supports world-class firms in their efforts to get even better at acquiring and satisfying customers.  Building on deep customer-segment analysis...

Conference Speeches - [ more info ]
ECHELON’s partners are nationally recognized authorities on the wealth and investment management industries, known for their lively, on-target delivery of cutting-edge industry analysis blended with practical strategies and recommendations.  Together, they have...

Research Reports - [ more info ]
ECHELON has created a series of research reports to help educate its clients (and in turn their clients) on a wide variety of topics that concern investment product developers and distributors.  These reports use an easy-to-digest format and provide detailed facts...