Ehlers

Overview

Ehlers is an institutional registered investment adviser organized as an LLC and SEC-registered since 2009. The firm’s client base is primarily institutional — it provides portfolio management for businesses and other institutions and runs educational seminars and workshops. Its fee arrangements include percentage-of-assets, hourly charges and fixed fees. The firm identifies as an active ESG investor and is not classified as a capital allocator. Regulatory/industry roles noted in its filings include activity as a registered municipal advisor and an affiliation with a trust company.

Assets & Accounts

Investments & Alternatives