A complete list of active advisors currently associated with Eliot Finkel Investment Counsel, LLC
Warmer can help you find a great advisor at Eliot Finkel Investment Counsel, LLC or one who fits your needs even better.
Eliot Finkel Investment Counsel, LLC advises individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, and charitable organizations through separately managed accounts. The firm provides discretionary portfolio management of stocks and bonds and offers retirement-rollover advice, delivering written disclosures and quarterly performance reports. The investment approach is value-oriented and focused on income and safety, using broad economic analysis and fundamental company research to favor dividend-paying and income-generating securities for long-term holdings. As an independent, fee-only fiduciary the firm manages accounts on a discretionary basis, reconciles brokerage statements regularly, and communicates with clients according to their preferences. Noteworthy features include the firm’s disclosure that it permits borrowing in separately managed accounts — a practice uncommon among peers — and that it will, on rare occasions, facilitate intraclient bond swaps at midpoint pricing when liquidity is limited. The firm is small and longstanding, led by a sole adviser with CFA credentials, does not take custody of client assets, and maintains a $500,000 account minimum (subject to waiver).
To learn more about the advisors currently working at Eliot Finkel Investment Counsel, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Beverly Hills, CA
| 6
|
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