ELY PRUDENT PORTFOLIOS
Updated 53 days ago
40 Philadelphia Drive Suite 101 Chico, CA 95973
Ely Prudent Portfolios is an independent, fee-only Registered Investment Advisor. We are compensated only by our clients and accept no commissions or any other form of compensation from other sources. This aligns our interests with those of our clients and reduces the potential for conflicts of interest...
As Registered Investment Advisors, we are fiduciaries to our clients. As fiduciaries, we are held to the highest standard of legal responsibilities, trust and confidence. This fiduciary standard, first and foremost, requires us to work for the exclusive benefit of our clients and to act with care, skill, and caution. It also requires us to disclose our compensation and any other conflicts of interest...
TIAA-CREF is a leading financial services organization with $453 billion in combined assets under management.
Also known as: Ely Prudent Portfolios, LLC