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Dale K. Ehrhart, Inc.




Dale K. Ehrhart is a member of NASD, the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
The Company traces its history to 1950 when their founder, Dale K. Ehrhart, began a program of writing covered calls against blue chip common stocks in individual managed accounts to enhance the income produced by the client’s equity holdings.  Company’s tradition of individualized service continues today under the ownership of two partners, Michael T. Hartley and Thomas B. Trammell.
 
Their focus is on building portfolios that will provide efficient, low cost access to a broad array of equity and fixed income asset classes. They believe firmly that only through diversification across all asset classes of the equity and fixed income markets can investors be effectively positioned to collect the returns offered by the markets. A discovery process at the outset of any engagement allows them to identify their client's core values as well as their financial and life goals and objectives. Through a proprietary process of risk profiling and analysis.
 
They can determine the pattern of asset class allocation appropriate to each client's unique circumstances. At the heart of their service is their ability to design and manage a diversified portfolio constructed from the building blocks of pure asset classes. Their goal is to simplify their clients' financial lives and to provide them peace of mind when they consider their investments.
 
Their investment solutions are designed to bridge the gap between accepted academic theories pertaining to equity and fixed income market behavior and the real world application of those findings. Their firm is committed to remaining current with cutting edge research projects at major academic institutions, while concurrently conducting internal research on topics vital to their practice and their clients.
 
These issues ranges from developing improved portfolio design techniques to understanding and facilitating family dynamics. Through Their collaboration with other leading service firms, their team provides comprehensive and individualized financial services with the stated and specific aim of unburdening their clients' financial lives.The company is committed to provide with the investment solution best suited to your unique financial circumstances and to creating an investment experience that will foster your confidence and security.

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