EKO

Overview

EKO is an independent registered investment adviser formed as a corporation and registered with the SEC in 2021. The firm is individually owned and focuses on providing fee-based investment management to individuals and families. Compensation is billed as a percentage of assets under management. Service offerings extend beyond portfolio management for individuals and small businesses to include published periodicals or newsletters and educational seminars or workshops. EKO does not present itself as a capital allocator to third‑party managers, is not an active ESG investor, and is not registered as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices