Expertise in Investment Management

Placing your endowment capital in a big bank or a foundation might be your first instinct, but large financial institutions are expensive, and lack transparency in fees and processes. Foundations usually pool your capital into a Fund and can be as bureaucratic as any regulatory agency. They also don’t understand your land conservation and compliance requirements. And, no matter how big your project is, you will always be a small client to them.

We offer offer transparency in our processes, individualized portfolio management with low fees, deep environmental knowledge, and customized and cost-effective financial support with your land management needs at the forefront:


  • Financial Planning & Investment Management

  • Reporting Requirements

  • Regulatory Compliance & Administrative Actions

  • Legal and Ecological Support

  • Habitat Management Obligations

How We Help You

Our key services include:

  • Customized Investment Portfolios
  • Reporting for Internal Board or External Regulators
  • Compliance With Federal & State Regulations
  • Cash Distributions to Meet Budgeting Needs
  • Transparent Financial Decisions
  • Advice on Land Management Budgeting
  • Strategic Financial Planning
  • Online Reporting & Portal Access
  • Board Communication and Presentations
  • Financial Forensic Evaluations
  • Environmental, Social and Corporate Governance (ESG) Investing
  • Impact Investing
  • Eco Endowment Solutions guides you through the myriad complications of endowment investing and regulatory reporting, managing the process on your behalf. And most of all, you don’t lose control of the capital and regulatory process.
  • We strive to provide your land management requirements with adequate financial resources for long-term care while making sure that bothersome and complicated reporting is handled accurately.

 

Easy 4-Step Starting Process:

1 – Free consultation with our investment managers

 

2 – Review investment plan and legal requirements – no charge

 

3 – Sign agreements

 

4 – Open investment account – no account opening fees

 

Once Active: Receive regular reports from EES and check account via online portal as often as you want!

The EES Risk vs. Reward Ratio:

 

Talk to us to develop the right investing approach for YOUR assets.

 

 

We help you achieve your investing goals including ESG and impact investing.

 

 

Carmel Capital Partners is an SEC registered investment adviser. Carmel’s investment advisory services are available only to residents of the United States in jurisdictions where Carmel is registered. Nothing in this material should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results.
Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
General Disclaimer: The information provided represents the opinion of Carmel Capital Partners and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.
Carmel Capital Partners and their representatives do not provide legal advice. Your tax, legal and financial situation is unique. You should consult your legal advisor for advice and information concerning your particular situation.
Pursuant to the Securities Exchange Act of 1934, Carmel Capital Partners must provide clients with certain financial information.