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Investment Management

Delivering you a client-first approach to portfolio management.

Based on a foundation of understanding your needs, we provide a comprehensive suite of investment management resources.

As you consider how your current portfolio is being managed, we encourage you to ask these questions:

  • Does the way you pay your investment advisor encourage objectivity?
  • How much “face time” are you getting with your investment advisor?
  • Do you know your actual total portfolio return percentage?

We offer these services:

No-load funds, institutional funds, retail funds, exchange traded funds, money market funds, CDs, municipal bond funds, high-yield bond funds, international funds, commodities futures funds, emerging market funds, and more.

To schedule a review of your current portfolio, please contact us here – or call 208.345.9944.

Investment regulations including SEC and FINRA/SIPC registration requirements limit the dissemination of information on investments and services. Access to this site is intended for and limited to individuals residing in states in which advisors from the Echelon Group are FINRA and/or SEC Registered or exempt. Securities and Advisory Services offered through KMS Financial Services, Inc., a FINRA member firm. Representatives Donald Reiman, Joe Chertudi are registered for securities business with residents of: CA, ID, NV, OR and WA.