Ehlers

Overview

Ehlers is an SEC-registered institutional registered investment adviser organized as a limited liability company and active since 2009. The firm focuses on serving institutional clients—municipalities, businesses, and other institutional entities—providing portfolio management services and educational seminars or workshops for institutional audiences. Fee arrangements include a blend of percentage-of-AUM, hourly charges, and fixed fees, reflecting a mix of ongoing advisory relationships and project-based work. Ehlers describes itself as an advisory implementer rather than a capital allocator, and it reports active consideration of environmental, social, and governance (ESG) factors in its investment process. The firm also holds affiliations that include registered municipal advisor status and relationships with banking or thrift institutions.

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Location & Offices