Elkmont Wealth Management, PLLC financial services which include alternative investments, annuities, equities, fee-based managed accounts, discretionary accounts, fixed income investments, insurance, mutual funds, retirement services and trust services.
Securities offered through Cambridge Investment Research, Inc., a broker/dealer, Member FINRA/SIPC. Advisory services are through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and Elkmont Wealth Management, PLLC are not affiliated.
A clearing firm is an agency or separate corporation of a future’s exchange responsible for settling trading accounts, clearing trades, collecting and maintaining margin monies, regulating delivery and reporting trading data. Clearing firms act as third parties to all futures and options contracts – as a buyer to every clearing firm seller and a seller to every clearing firm buyer.
Cambridge utilizes Fidelity Clearing and Custody Solutions (FCCS)
and Pershing as its clearing firms.
Fidelity Clearing and Custody Solutions – a Fidelity Investment Company.
Pershing – A BNY Mellon company.
Financial plans – flat fee or hourly. Minimum one hour. Flat fee for plan will range based upon complexity.
Real Estate Investment Trust
Private Investment in Equity and Debt
Oil and Gas Programs
Fee – Based Variable Annuities
FDIC Insured CDs
Individual Listed Equities
Fee-Based Managed Accounts
Fee-Based Third-Party Managers
3D Asset Management, Absolute Capital Management, Advisors Asset Management (AAM), Advisors Capital Management, Aristotle, Bayhawk Asset Management, Beacon, BNY Mellon Wealth Management, Brinker Capital, BTS Asset Management, Camelot Portfolios, LLC, City National Rochdale Investment Management, Clark Capital Management Group (CCM), CLS Investments, LLC, CMG Capital Management Group, Corbyn Investment Management, Dunham Funds, Flexible Plan Investments, LTD, Frontier Asset Management, Hanlon Investment Management, Howard Capital Management, Inc., ICON Asset Management, Integrated Capital Management (ICM), ITS Asset Management, Manning and Napier Advisory Advantage, Meeder Financial, Morningstar Investment Services, Niemann Capital Management, Pacific Financial Group, Portfolio Strategies, Potomac Fund Management, PTS Asset Management, Sowell Management Services, Stonebridge Capital, Vantage Investment Advisors, Wealth Builder Investments (WBI),
Money Manager Platforms
AssetMark (formerly Genworth Financial), CAAP®, Envestnet Direct, Eqis Capital, Fidelity Clearing & Custody Solutions℠ (FCCS) Managed Account Services (MAS), FTJ FundChoice, Lockwood Financial Services, SEI Advisor Network
Bonds – Corporate, Government, Municipal
Long-term Care Insurance
Load and No-Load funds. Over 18,000 funds available.
Trust Services The Advisory Trust Company of Delaware
The Advisory Trust Company of Delaware (Advisory Trust) provides trustee, trust administration services for high net worth individuals and families. They work exclusively with professional advisors, assisting them in helping their clients achieve their financial goals by using the full range of trust strategies available under Delaware law. The advisor manages the assets in trust.
Independent Trust Company of America/Santa Fe Trust, Inc.
Independent Trust Company of America is an independent trust company offering premium personal trust administrative services while teaming with outside professional financial advisers to invest client portfolios. Unlike a traditional bank trust department or trust company, Independent Trust Company of America provides no investment management services but rather works with its investment advisor “partners.”
SEI Private Trust Company
Personal Trust Services incorporates existing SEI asset management programs currently available to your high net worth investors. SEI Private Trust Company (SPTC) serves in the capacity of directed trustee and agent for the trustee.
Renaissance Trust Services
With over 25 year of industry-leading experience, Renaissance is the nation’s largest independent provider of charitable planning and charitable trust administration. Renaissance strives to provide world-class service in everything they do and is constantly working to expand the social capital marketplace.
Special Needs Trust
Zia Trust, Inc.
Zia Trust offers trustee services only, focusing in the area of special needs trusts. Zia Trust honors and protects the relationship clients have with their advisor and works alongside you to provide quality trustee services. Zia Trust is an independent corporate trustee dedicated fully to serving advisors and their clients.