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Elmhurst Financial Associates, LLC (EFA) is an independent, fee-based investment
management firm specializing in personalized retirement
account management and advisory services for individual
investors, plan participants and businesses.
Together with our network of reitrement professionals,
we construct, manage, advise and continuously monitor
portfolios to suit the unique needs of our clients. We do not receive any sales commission, which means all trading or recommendations
are done for investment purposes, and not to increase
our fees. Portfolios are professionally managed or advised as separate accounts, held
at independent third party custodians.
An EFA managed/advised portfolio is an idea choice
for persons who: |
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Desire the opportunity for higher or less volatile returns |
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Desire to build fixed income retirement portfolios |
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Lack the time or expertise to safely manage their portfolios |
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Lack the investment experience to safely manage their portfolios |
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Wish to reallocate and diversify their investments |
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Feel their current investment arrangements are not in their best interests |
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