Broader Services to Clients

As custodian of the client account, TD Ameritrade Institutional offers a wide array of services, including:

  • Custodial account to safe keep community assets
  • Real-time Internet access to statements
  • Electronic notification of maturing investments and interest receipts
  • Check writing capabilities
  • Additional fixed income investment opportunities

What Services Will Ehlers Investment Partners Provide?

  • Competitive bidding for one security or an entire portfolio with:
    • Direct access to local and national investment resources
    • Local bank CD investments with direct access to community-based financial institutions
  • Evaluation of:
    • Cash flow needs and cash management services
    • Investment strategies/asset allocation
    • Investment performance
    • Investment policies
  • Submission of securities orders with broker-dealers for execution
  • Selection of independent third-party safekeeping and custodial services

Ehlers Investment Partners

  • Locations

N21W23350 Ridgeview Parkway West, Suite 100
Waukesha WI 53188-1015
Toll Free: (800) 717-9742

3060 Centre Pointe Drive
Roseville MN 55113-1122
Toll Free: (800) 717-9742

  • Registered investment adviser with the Securities and Exchange Commission (SEC)
  • Wholly-owned Subsidiary of Ehlers Companies
  • Affiliated with Ehlers & Associates and Bond Trust Services Corporation
  • Registered January 12, 2009