| | Providing High Quality Investment Portfolios and
Personalized Service For Your Clients
Increasingly, professional firms are exploring ways to provide quality investment services to their clients and members. The stock market carnage of the past three years has left many investors disillusioned with traditional delivery systems of brokers and advisors who are less than objective in their advice. The value of picking individual stocks or 'timing' the market has also been severely questioned. High fees and 'loads' have added to the sense of disenchantment felt by many.
Professional firms- including banks, CPAs, financial advisors, pension administrators, legal firms, and others - are looking for a high quality, financially sound way of helping their clients and members. The recent carnage in the stock market has caused a flight to short term money market instruments and savings accounts. However, with record low interest rates, these deposits are unlikely to remain in these accounts as the market conditions improve. Clients will be searching for a more stable avenue with greater returns to place their investments. They will be looking to their trusted financial professionals - their banker, accountant, or financial planner - for guidance as to where to place their hard earned money. Through our Personal Investor Program, we work with your firm to provide your clients with broadly diversified, disciplined, index-based portfolios based on the principles of efficient markets. This high value, high integrity approach is designed to promise only what can be delivered - the only long term way to maintain client relationships in all types of market conditions.
We invite you to contact us to discuss how our portfolios and investment services can help your clients and your firm. We will work with you to provide a financially sound, high quality service tailored to your firm's individual needs.
|
| 
|
Account Access for Individuals
with an Elliott Cove Custodial Account or IRA. Click on the link
below.
Trust Company Of America
Account Access for
Employees with an Elliott Cove 401(k) account at TRUST COMPANY OF
AMERICA. Click on the link below.
Trust Company Of
America
Account Access for Employees with
an Elliott Cove 401(k) account at BENEFITSTREET. Click on the link
below.
BenefitStreet |
