Asset Management

Realize the benefits of comprehensive asset management by the experienced professionals at ELO CPAs & Advisors.

Our asset managers, through extensive research and understanding your goals and requirements, develop an actionable investment strategy based on a wide spectrum of asset classes. Often portfolios will consist of a combination of stocks, bonds, and other assets to ensure a balanced approach to securing your financial future. Call us today to see if our asset managers are the smart investment solution for your individual or corporate needs.

Our Asset Management Services include:

  • Customized Portfolio Management
  • Separately Managed Accounts
  • Exchange Traded Funds
  • Individual Securities
  • Mutual Funds

Advisory accounts and services are offered through HK Financial Services (HKFS), an SEC-Registered Investment Adviser. Brokerage account services for transaction-based fees are offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. HKFS, ProEquities and ELO Prof. LLC are separate legal entities.

This content is being provided for informational purposes only with the understanding that neither HKFS nor ProEquities is rendering tax, legal or accounting advice. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations and requirements.

Pam Olinger is an investment adviser representative and a supervised person with HKFS. Pam Olinger is a registered representative with ProEquities. Check the background of this and other investment professionals on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure (IARD).