Ellingson-Furler & Associates, Lori Ellingson, CRPC® San Jose, CA

CONNECT

Address:

1730 San Tomas Aquino Rd.
San Jose, CA 95130

Phone:

408-318-1943

Fax/Other:

408-866-4909

Asset Management

SEI is publicly traded on the NASDAQ Exchange and have been helping investors of all sizesThe Power of a Global Partner. In today's interconnected, global marketplace, there are innumerable choices for implementing your strategy.  To help you tap the best the market has to offer, we have choosen to affiliate with a firm with global capabilities.

Investment Philosophy: Successful investing is defined by helping investors determine and work toward meeting their investment objectives.

Our researched-based investment philosophy is founded on six key principles: asset allocation, portfolio design, investment manager selection, portfolio structure and managment, tax management , and risk management.

Supporting Literature and Brochures (Click on title to access)

Discovery Stage:        Destination Guidance (Intro to SEI brochure)

 

Assessment Stage:     Destination Access (SEI manager style summary brochure)

                                            Destination: Strategic Growth (sample portfolio brochure)

 

Evaluation Stage:     Destination: Security (SEI Private Trust Company brochure)

                                            Destination: Support (SEI corporate profile brochure)

 

Client Services/Communications:

                                    Tax Smart Investing

                                     Improve Your Long Term Return Potential

                                     Managed Volatility Investing

                                     Prospectus Website Access code: SEIC

 

For a COMPLIMENTARY Financial Review contact Lori Ellingson, CRPC®, at Ellingson-Furler & Associates and we will be in touch.