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WHY PARTNER WITH US?
By partnering with Elbers Financial Group, you are putting over 45 years of financial advisory experience to work for you. We are about more than just allocating investment capital: we believe communication and personal relationships should form the heart of our services. We like to be in contact with you on a regular basis, guiding your changing needs as required. A partnership based on honesty and trust, combined with our team's commitment and cohesion, will ensure that you receive efficient and superior investment service. Your satisfaction is our goal and becomes the basis of our success.
HOW WE WORK WITH YOU
We believe in a customized approach to investment management. Since no two investor's objectives are exactly alike, we take great care in establishing a comprehensive profile of our clients which serves as a basis for financial planning, estate planning, and wealth management.
We subscribe to a conservative investment philosophy, focusing first of all on preserving your capital. Based on discipline, research, and strategic thinking, it is an approach that enhances total returns and reduces volatility in both up and down markets. At the heart of our philosophy is our dedication to ensuring your portfolios are balanced, well-diversified, and strategically positioned. We endeavour to deliver the maximum possible return for given levels of risk by incorporating investment strategies proven over time.
Superior client service based on open and ongoing communication is the key component of our services. By investing wisely and guiding responsibly, we work as partners with you and your professional advisors to provide personalized investment management solutions that are comprehensive, exclusive, and unique.
Our group has chosen a fee-based relationship rather than a commission-based one. We will manage your investment portfolio for a single, competitive fee without trading expenses or additional costs.
OUR INVESTMENT SOLUTION
The Elbers Financial Group is pleased to offer discretionary portfolio management in the form of Advisor Managed Accounts (AMA). These fee-based accounts provide access to the experience of our team, personalized service, and freedom from day-to-day investment decisions. This is an investment solution directly connecting you to our team while we manage your portfolio on a daily basis according to your goals and our investment approach.
Disciplined and strategic positioning in market-leading sectors and countries is at the core of our growth strategy; conservative value at the heart of our income strategy; our clients may choose a balanced approach including both growth and income. Whether capital preservation, growth, or income is most important to you, we offer investment solutions that fit your needs. By matching your needs and objectives with our investment solutions, we offer convenience and peace of mind knowing you are on your way to achieving your financial goals.
Our goals are therefore lined up with yours: preserving capital and adding value to your investment portfolio.
The Advisory Managed Accounts (AMA) Program
offers clients many benefits.
Can you take the vacation you want every year? Will you be able to retire and maintain your existing lifestyle? Would the people you care about be looked after financially if anything should happen to you?
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