Named after Ellis Island, the firm is comprised of professionals with significant years of experience within the financial services industry where many of the team members have been together for 10 to 20+ years. Our clients are located nationwide and include individuals, high-net worth individuals, trusts, estates and charitable…
Extreme events such as the “Financial Crisis” and qualitative factors such as emotions and the influence of the internet/media add to the complexities associated with deriving capital market expectations. It is our job to deal with these complex issues and to simplify them when dealing with our clients. The Investment Process is…
Recent events over the past decade have exposed weaknesses within the typical financial plan. Believing that existing market patterns will continue in the future, we feel that financial plans must be reviewed at least annually to account for any impact that capital markets may have on projections. The Planning Process is…
Combining the investment management services of EIP, LLC and the strength of an outside trust company. We believe that our unique model allows us to do what we do best – manage your trust investments, and allows a trust company to do what they do best – provide trust administration.
As a Registered Investment Advisor (RIA) with significant years of experience in Portfolio Management utilizing individual securities, mutual funds/ETFs and separate account managers, we serve as an independent Third Party Investment Advisor (TPI) to plan sponsors, assisting them in the following four areas:
In a world dominated by Fear and Greed, three topics constantly come up in discussions within our firm. They are Integrity, Family and Quality of Life. These words resonate within us as we set out to help you reach your financial needs and objectives.
We believe that Integrity is an intrinsic part of one’s being and cannot be taught. It is a quality we seek when adding new members to our firm and we continually hold all existing members of our team to the highest level of integrity in dealing with clients and colleagues.
We believe that Family is true wealth that cannot be measured. As such, spending time with family is priceless and protecting the future of your family through sound investments and financial planning is a must.
We believe in the Quality of Life where everyone deserves to be happy. Our involvement in your unique situation to ensure that your financial house is in good order provides the opportunity for you to enjoy aspects of your life including retirement.
Certain representatives of Ellis Investment Partners, LLC are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211. Check the background of this firm on FINRA’s BrokerCheck.