Auri Elan has no conflicts of interest imposed by the constraints of proprietary products, investment banking relationships or other activities that may be inconsistent with your interests. Auri Elan has no "hidden agenda” or motive to recommend any particular financial product. Auri Elan truly puts the interests of our clients first. As independent advisors we have access to thousands of mutual funds, ETFs and alternative investments. We work with our clients to determine which investment options are best suited to their unique financial situation.
Unbiased Investment Advice
Through affiliation with LPL Financial, Auri Elan is backed by the largest in-house research team of any independent broker/dealer. As the leading independent brokerage firm, LPL offers no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective and unbiased investment research. Auri Elan thoroughly analyzes these Research Reports and only selects investments that are best suited to our client’s needs.
Knowledge and Expertise
Richard Suder has a scientist background, a MBA degree, and over 5 years of professional experience. He also holds various prestigious professional designations in the financial planning field including Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Retirement Plan Specialist (CRPS®), and Accredited Asset Management Specialist (AAMS®). Richard is also a member of CFA Institute, Boston Security Analysts Society (BSAS), and Hartford CFA Society.
Comprehensive Oversight
Auri Elan believes it is important to take a holistic approach to financial planning and aims to manage all aspects of our client’s financial situation. Auri Elan provides clients advices on investment planning, retirement planning, education planning, insurance planning, estate planning and etc. If necessary, we will consult with our trusted affiliates including local CPA firms and attorneys and coordinate with our clients' other financial and estate professionals to develop and implement integrated solutions.
Competitive Hybrid Fee Structure
Auri Elan offers clients a hybrid model to pay for services most cost-effectively:
(1) “Commission Based” where buy-and-hold clients pay based on transactions; (2) “Fee Based” where active clients pay based on asset under management. Clients can select commission-based, fee-based, or a combination of the two based on their objectives, risk tolerance, time horizons, investment styles and etc.
Exceptional Personal Service
Auri Elan takes pride in offering exceptional client service. Auri Elan strives to foster long-term relationships with clients and is committed to answering their questions and concerns within 24 hours. Since financial planning is an on-going, dynamic process, Auri Elan offers clients periodic face-to-face appointment (or online meeting via Adobe ConnectNow) and portfolio rebalancing. As your needs change, recommended investment strategy will also be changed to meet your current financial situation.