Ehlers Investment Partners manages investment portfolios and provides related consulting services primarily for local governmental entities, such as cities, counties, school districts, and special districts. Ehlers Investment Partners offers asset management on both a discretionary and non-discretionary basis, focusing mainly on fixed income securities and other investments permitted by state statutes for public entities. In addition to asset management, Ehlers Investment Partners provides cash forecasting, treasury management consulting, and bidding agent services for municipal issuers undertaking debt refunding. Ehlers Investment Partners operates as a wholly owned subsidiary of Ehlers Companies and coordinates services alongside affiliated public finance and banking entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are applied to average daily assets under management and are billed monthly. All fees and terms are subject to negotiation at the discretion of Ehlers Investment Partners.