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Elliott Davis Investment Partners creates objective and competent investment solutions that are customized to meet the needs of individuals, companies, endowments and foundations.
The partnership is a combination of two investment advisory firms, Hamilton Joseph Investment Consulting and Elliott Davis Wealth Management, both with extensive backgrounds in offering investment advisory services. The range of services offered includes fiduciary investment consulting to corporate retirement plans, high net worth individuals, endowments and foundations, financial and estate planning, and wealth management.
Elliott Davis Investment Partners consists of 16 professionals with the following credentials: two certified public accountants (CPA), four certified Financial Planners (CFP), three Accredited Investment Fiduciaries (AIF), two Chartered Financial Analysts (CFA), and two operational professionals with over 20 years experience.
Hamilton Joseph was formed in mid 2002 by Philip Brice and Ken Vilcheck, who now have over 50 years combined experiences in investment consulting. Formerly with the Consulting Services Division of one of the largest financial services companies in the world, Hamilton Joseph has a long history of consulting to corporate retirement plans, foundations and endowments, and high net worth individuals.
Corporate retirement plans, foundations and endowments continue to be faced with unique fiduciary requirements and must meet financial objectives of underlying organization. Plan sponsors face the challenge of overseeing helping their employees to plan and meet retirement goals. Plan committee members (fiduciaries) need independent, objective consulting, and plan participants need objective financial and retirement planning. Committee members of foundations and endowments are also challenged with meeting long-term financial objectives of the underlying organization and need objective, unbiased investment consulting with proper asset modeling and control of both risk and costs associated with their investments.
Elliott Davis Wealth Management was formed in 2000 to provide objective and competent investment advice primarily to Elliott Davis clients. The new division was formed and headed by Jeremy Elliott. The EDWM team provides comprehensive financial, estate and wealth management solutions for the customized needs of their clients.
Individuals are faced with numerous financial challenges with a need for in-depth expertise. Some of these challenges include determining income needs at retirement, investing the proceeds of a business sale, saving for college education, estate planning and investment analysis and management. All of these represent opportunities for intelligent planning that includes consideration of relevant tax laws. Due to the complex nature of advising in all of these areas, EDWM employs a team of experienced advisors which work together to meet the needs of clients. Additionally, the resources of the accounting firm are engaged to make sure that advice is consistent and coordinated.
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