Elsewhere Bank Investment Services
Individual investments and the markets fluctuate over time, and as professionals, it is our job to enable you to make informed financial decisions using the full complement of resources at our disposal.
This process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between our team, the client and outside professionals as needed.
Our advisory process
1. Understand
- Establish relationship
- Gather information
- Review scope of services
2. Design
- Analyze and evaluate needs
- Collaborate with professionals
- Educate on findings and solutions
- Confirm recommendations
3. Implement
- Adopt action plan
- Coordinate with professionals
- Employ solutions
4. Manage
- Monitor progress
- Review and revise
- Periodic reviews
Investment services provided
Having choices is important in investing. We believe investors’ plans should change as their lifestyles and needs do. The financial advisors at Elsewhere Bank Investment Services offer investors an extensive array of investment alternatives and services:
- Asset management
- Financial planning
- Retirement planning
- Mutual funds
- 401(k) plans
- Portfolio reviews
- Asset allocation
- Estate planning
- Insurance and annuities
- Stocks and bonds
- Mutual fund and equity research
Contact us
Call or visit us for more details on our value added services:
- Call: 1-800-555-9000
- Click: elsewherebank.com/investments
Office of Supervisory Jurisdiction:
Elsewhere Bank
100 Main St
Elsewhere, CA 99000
We’re your partner in building the future
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on:
- Your unique situation
- Your attitudes
- Your preferences and goals
It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Our approach to investing is straightforward:
We focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you’ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want.
Our mission is to help our clients achieve financial independence through:
- Professional advice
- Sound risk management
- Quality investment products
- Personal, efficient service
Important
Securities products are offered through Stratton Oakmont Financial Services, member FINRA/SIPC, an independent broker/dealer. Elsewhere Bank and Elsewhere Bank Investment Services are independent of Stratton Oakmont. Elsewhere Bank Investment Services does not offer tax advice. Please consult with your tax advisor.
| NOT FDIC Insured | NOT Bank Guaranteed | May Lose Value |
| NOT a Bank Deposit | NOT Insured by Any Federal Government Agency | |
Revised: 2014-08-30