Where are my investments held?
Typically, investment accounts are held at Charles Schwab & Co., Inc. Since we are independent, we have access to other platforms that may suit your financial objectives better.
Should I work with a larger Firm?
As a boutique advisory firm, we believe that we provide better service for a number of reasons. We are small enough that you have direct access to your investment manager. We also are flexible enough to personalize our recommendations to meet your specific needs. Most importantly, due to our ongoing investment in technology, we are able to provide resources that can compete with firms of any size.
How do I transfer assets to Ellija Capital?
Typically, we only need a copy of your most recent account statement and your signatures on a few forms. We will take care of setting up your new account and transferring your assets.