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Investment Advisory


Investment Portfolio Management

Investment and Asset Management

Eltekon Advisors, LLC advises on a wide range of investment products and services. None of these investment products are proprietary. They are selected for their quality, appropriate cost and fit with client's investment objectives, risk tolerance and liquidity needs. The Client Confidential Profile will help provide information about the client and help guide advisors in discussions about investment goals.

Whether you have an account with Eltekon and its custodian or have an asset held directly at another investment company, our advisors can help you meet those personal and/or business goals.

Investment and asset management product types may include:

  • Cash management Accounts
  • Equity ("Stocks") and Fixed Income ("Bonds") Securities
  • Mutual Funds, Closed-End Funds, ETF's and ETN's
  • Managed Account Solutions, including Separately Managed Accounts, Unified Managed Accounts and third party providers
  • Options
  • Alternative Investments such as Real Estate Investment trusts (REITS), Hedge Funds, Private Equity, Structured Products and others.
  • Initial Public Offerings (IPOs)

Wealth Management

Wealth management is an advanced type of financial planning that encompasses many of the different investment and consulting services with the goal of growing and sustaining long-term wealth.

Successful wealth management is anchored by a strong working relationship with your Eltekon Advisor. An investment strategy is formulated based on the client's current liquidity needs, past investment experience, risk tolerance, lifestyle analysis and future goals. The mission of each Eltekon Advisor is to evaluate each client's individual investment profile and develop customized strategies that help our client achieve their dreams and objectives. This mission may include a long-term strategic focus or a tactical one, depending on market conditions. In particular, the mitigation of risk - whether attempting to minimize losses due to unforeseen events or avoiding market downturns - is a major focus. This commitment includes accessing and deploying the appropriate products and keeping the plan current with consistent reviews, updates and reallocations.

As part of the Eltekon wealth management process, advisors will work closely with financial experts in related fields such as CPAs, estate attorneys, property and casualty insurers, etc..., whether they are yours or our team of professionals.

Financial Planning and Consulting

Financial Planning and Consulting

Eltekon Advisors is able to create comprehensive financial plans that assist clients in meeting their financial and investment objectives. We will evaluate the current financial status and strategize a plan that allows the client to maximize asset potential while striving toward their future goals. Planning services can vary from a on-time consultation of a particular financial interest, existing asset, or separate asset to as wide and comprehensive as an ongoing review of all net household assets. Each plan is customized for the client by using some of the industry's best software and technology.

Money Management

Through our relationship with a premier industry custodian firm, our clients have the ability to earn a competitive interest rate on idle cash within their investment account through one of the many money market investment account options. Further, money market cash is easily accessible through check writing and debit cards with ATM access. ATM withdrawal fees, if any, are eligible for reimbursement by the custodian firm.

Education Planning

Education funding and planning tools are more important than ever given the high rate of increase in average tuition at both public universities and private colleges, which have generally exceeded both the inflation rate and the average increase in personal incomes. Eltekon Advisors provides advisory services on the following educational planning tools:

  • 529 College Savings Plans
  • Coverdell Education Savings Accounts
  • Uniform Gifts to Minors Act (UGMA) and uniform transfers to Minors Act (UTMA) Accounts
  • Information on prepaid tuition plans

Retirement Plans

Retirement planning is often the main focus for investors. Retirement planning must consider cost of living increases (especially health care costs), active post retirement living and an increase in average life expectancy. The following suite of retirement accounts, products and resources are available to help our clients achieve their retirement goals:

  • Traditional IRAs
  • Rollover IRAs
  • Roth IRAs
  • Simplified Employee Pension (SEP) IRAs
  • Savings Incentive Match Plan for Employees (SIMPLE) IRAs
  • 403(b)
  • Annuities
  • Additional business/corporate plans may be found under the Business Services Sub Tab

Estate Planning

With the vast number of baby boomers now or soon reaching retirement, this process is more important than ever. Eltekon will typically meet with the high net worth investor prior to the transfer (distribution) phase of the wealth management process to begin the planning process. This often begins with reviewing wills and/or setting up trusts. We work with a network of board certified estate planning attorneys and tax advisors/CPAs to minimize taxes at death at beyond, transition wealth from one generation to the next and achieve philanthropic goals. Some of the vehicles for wealth planning are:

  • Personal trusts – to preserve wealth for future generations
  • Donor Advised Funds – to make tax deductible charitable gifts while controlling disbursements, either through a mutual fund or a third party such as the American Endowment Foundation.
  • Private Foundations – generally for charitable gifts in excess of $10MM


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