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At Elkhorn Valley Investments, wealth management includes setting reasonable, attainable goals and then developing strategies designed to help pursue them. Solutions are personalized to work toward your objectives, risk tolerance and your investment horizon. At Elkhorn Valley Investments we are at all times acting as a fiduciary for you our customer which means we are always putting your best interest ahead of ours.
We begin by listening to you, so we can understand who you are and learn about the things that are important to you. We ask about your current and future lifestyle, and what you hope to accomplish both now and later on in life. What level of risk do you feel comfortable assuming? How much liquidity do you need to meet shorter-term obligations? What expectations do you have for investment returns? What legacy do you envision for your family and philanthropic interests?
Often the next step is to create a blueprint that pairs the answers to the questions above with our investment expertise and financial planning capabilities. This process helps to frame your goals in a financial context and allows us to hone in on how best to help you pursue them.
While understanding your present goals are important, we also recognize they are not static. Communication is the best way to ensure your strategy is in synch with what you hope to achieve in the long term. Essential to fostering a successful long-standing relationship is a periodic review of your objectives and planning choices, particularly around major life transitions.
We create a multi-asset class portfolio that we believe is best suited to you and your needs. Each portfolio is built with a diverse mix of asset classes that is consistent with your future financial objectives and centered on your comfort with risk.
When beginning a new client relationship, we can also review each of your existing holdings and determine which align to your objectives and which may no longer be suitable. We take the time to discuss with you the best ways to transition your portfolio in a tax efficient and sensible manner.
Many firms tout personal service. As an Elkhorn Valley Investment client, you receive superior care and attention. Our service includes not only detailed quarterly reports, but also proactive and fluid communication to address your ongoing needs and changes in your personal and financial life. Most importantly you can call us—anytime. You can be sure that regardless of market conditions, we’ll be by your side to guide you through them.
We are registered in the following states: Arizona, Colorado, Florida, Illinois, Iowa, Kansas, Minnesota, Missouri, New Mexico, Nebraska, South Dakota, Texas, and Wyoming.
Elkhorn Valley Bank and Elkhorn Valley Investments are not registered broker/dealers and are not affiliated with LPL Financial
Securities and insurance products offered through
LPL Financial and its affiliates, Member FINRA/SIPC
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Elkhorn Valley Bank & Trust and Elkhorn Valley Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elkhorn Valley Investments, and may also be employees of Elkhorn Valley Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elkhorn Valley Bank & Trust or Elkhorn Valley Investments. Securities and insurance offered through LPL or its affiliates are:
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