Who We Are
Ehlers Investment Partners was established to assist local governments to invest their debt proceeds and other cash assets, to evaluate cash management services of other financial firms (such as banks), and to help local governments control costs. Working solely in the best interest of our clients, Ehlers Investment Partners does not sell investments, but works in conjunction with clients, formulating an investment plan that is tailored to the client’s individual 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.
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, which provides investment advisory services to cities, counties, towns, schools and special districts, helping them balance sound investment decisions, manage daily cash flow needs, and control costs while earning competitive returns.
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, Inc. An Ehlers Investment Partners advisor will work with you and your Ehlers Municipal Advisor representative 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 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 Is Most Important to Ehlers Investment Partners?
Safety of your investments is most important to Ehlers Investment Partners. With the risks inherent in financial markets, strategies proposed and implemented by EIP take the objectives of safety, liquidity and yield literally. How do we do we look out for our clients' best interests?
- Preserving relationships with brokers, dealers and other financial services providers
- Having intimate knowledge of statues governing permissible investments for local governments
- Possessing insight to our clients cash flow
- Maintaining a custodial relationship with TD Ameritrade
These are some of the ways EIP acts as a fiduciary for your investments and keeps your funds liquid while earning a competitive return.
Ehlers Investment Partners
N21W23350 Ridgeview Parkway West, Suite 100
Waukesha WI 53188-1015
Toll Free: (800) 717-9742
3060 Centre Pointe Drive
Roseville MN 55113-1122
Toll Free: (800) 717-9742
- Registered investment adviser with the Securities and Exchange Commission (SEC)
- Wholly-owned Subsidiary of Ehlers Companies
- Affiliated with Ehlers & Associates and Bond Trust Services Corporation
- Registered January 12, 2009