Frank Elmer Investment Strategies (FEIS)
is a fee-only, independent investment advisory firm. Our services include active portfolio management and financial planning. We specialize in 401(k) rollovers, Roth IRA conversions and helping retirees and young professionals grow their retirement assets.
We dedicate our interest to helping individuals and institutions with their particular financial planning and investment management needs.
Our mission is to:
- improve investment returns,
- reduce portfolio risk,
- reduce taxes, and
- plan future tax flows in an innovative way that will suit your current and future income needs.
Through discussions and interviews with each client, we gather information about unique situations that enables us to make recommendations that reflect personal concerns, needs and resources.
At Frank Elmer Investment Strategies, we understand the financial dreams and goals of our clients, and through long-term relationships built on trust and service, help make those goals a reality.
We assist in prioritizing and implementing financial strategies and being a critical member of the client’s financial team.
Your success is our success!
We excel at what we do. Most importantly for our clients we are fiduciaries which means that we always do what is best for our clients at all times.
We are honest, professional, and have integrity in everything we do.
Clients can trust us because we would never do anything other than what is best for them and their financial needs.