Why Choose Ehlers Investment Partners?
In this climate of declining local and state revenues now, more than ever, it is critical that local governments pursue opportunities that maximize all their financial resources. The solution is Ehlers Investment Partners, a full service federally registered independent investment adviser providing investment advisory services to only cities, counties, towns, school and special districts, helping them balance sound investment decisions and manage daily cash flow needs to control costs and keep assets secure while earning competitive returns.
Who We Are
Ehlers Investment Partners was established in May, 2007 to assist local governments with investment of debt proceeds and other cash assets and evaluate cash management services by other financial service companies, such as banks, to help local governments control costs. Working solely in the best interest of our clients, Ehlers Investment Partners does not sell investments. Coordinating with our clients, we create an investment plan that is unique to our client’s circumstances and then implement that plan by evaluating and locating investments. Ehlers Investment Partners is a non-discretionary investment advisor, which means our clients remain in control of their investments.
Broader Services to Clients
Through a custodial relationship with TD Ameritrade Institutional, services provided include:
- Custodial account to safe keep community assets
- Internet access to statements
- Electronic notification of maturing investments and interest receipts
- Check writing capabilities
- Additional fixed income investment opportunities
How will Ehlers Investment Partners Work With You?
Ehlers Investment Partners acts as an extension of your staff – a partner working conveniently and seamlessly with you, complementing the financial advisory services already provided by Ehlers Holding Company, Inc. An Ehlers Investment Partners officer will work with you and your Ehlers Financial Advisor early in the debt issuance process estimating earnings on the investment of debt proceeds to minimize the par amount of the debt issue and to help you make informed decisions regarding arbitrage compliance.
At closing, Ehlers Investment Partners will implement the investment plan for your debt proceeds to maximize your investment earnings. Ehlers Investment Partners will maintain records and provide you with periodic reports necessary to manage your investments and prepare arbitrage computations.
What Services Will Ehlers Investment Partners Provide?
- Competitive bidding for one security or an entire portfolio with:
o Direct access to local and national investment resources
o Local bank CD investments with direct access to community-based financial institutions
- Evaluation of:
o Cash flow needs and cash management services
o Investment strategies/asset allocation
o Investment performance
o Investment policies
- Investment execution
- Safekeeping and custodial services
- Recordkeeping and reports
What Is Most Important to Ehlers Investment Partners?
Safety of your investments is most important to Ehlers Investment Partners. With the uncertainty in financial markets today, local government officials are as concerned about the return of their investments as they are about the return on their investments.
Investment strategies proposed and implemented by Ehlers Investment Partners take the objectives of Safety, Liquidity and Yield literally. Ehlers Investment Partners currently manages nearly $150 million in assets for public entities throughout the Midwest. Our ability to access many community-based financial institutions and custodial relationship with TD Ameritrade Institutional is a factor in our client portfolios presently weighted towards certificates of deposit which provide the safety of Federal Deposit Insurance Corporation (FDIC) coverage.
