Ely Prudent Portfolios

Ely Prudent Portfolios

Financial Services, 420 Montgomery St, Chico, California, 94104, United States, 1-10 Employees

elyportfolios.com

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phone no Phone Number: 53********

Who is ELY PRUDENT PORTFOLIOS

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 o...

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  • 420 Montgomery St, Chico, California, 94104, United States Headquarters: 420 Montgomery St, Chico, California, 94104, United States
  • 2006 Date Founded: 2006
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Billion and Over
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from ELY PRUDENT PORTFOLIOS

Ely Prudent Portfolios Org Chart and Mapping

Employees

Guerdon Ely

Financial Advisor, Certified Financial Planner™, Accredited Investment Fiduciary Analyst®

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Frequently Asked Questions Regarding Ely Prudent Portfolios

Answer: Ely Prudent Portfolios's headquarters are located at 420 Montgomery St, Chico, California, 94104, United States

Answer: Ely Prudent Portfolios's phone number is 53********

Answer: Ely Prudent Portfolios's official website is https://elyportfolios.com

Answer: Ely Prudent Portfolios's revenue is $1 Billion and Over

Answer: Ely Prudent Portfolios's SIC: 6282

Answer: Ely Prudent Portfolios's NAICS: 523940

Answer: Ely Prudent Portfolios has 1-10 employees

Answer: Ely Prudent Portfolios is in Financial Services

Answer: Ely Prudent Portfolios contact info: Phone number: 53******** Website: https://elyportfolios.com

Answer: 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 reduces the potential for conflicts of interest. As Registered Investment Advisors, we are fiduciaries to our clients holdng us to the highest standard of legal responsibilities, trust and confidence. This fiduciary standard 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. Returns come from risk, but not all risks are worth taking. As investment advisors it is our job to identify the risks that are rewarded and to determine how much of that risk to take. By structuring a strategy around compensated risks factors we replace costly speculation and guesswork with purpose and direction. We spend our time on what works, not what sells. In his book, Your Money and Your Brain, Jason Zweig explains that "Marketers and the hordes of people who want to separate you from your money understand full well how the anticipation circuits work in your brain." It is our job to maintain a prudent financial process and to impose checks and balances on our clients' emotions to keep them from "...capturing nothing, in the long run, but risk and loss."

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