Eriksen Investment is a family-owned investment firm that offers a range of services to investors from the private sector, including families, companies, and private clients. Our services include:

• Portfolio management: We develop and manage personalized investment portfolios for our clients, based on their individual needs, goals, and risk tolerance.

• Investment advice: We provide our clients with personalized investment advice, based on our deep understanding of the financial markets and our proven track record of success.

• Financial planning: We help our clients develop and implement financial plans that are designed to help them achieve their financial goals.

• Retirement planning: We help our clients develop and implement retirement plans that are designed to help them enjoy a secure and comfortable retirement.

• Estate planning: We help our clients develop and implement estate plans that are designed to protect their assets and ensure that their wishes are carried out after they are gone.

 

We are also able to offer our clients access to a variety of investment products and services, including Stocks | Bonds | Mutual funds | Exchange-traded funds (ETFs) | Hedge funds | Private equity| Real estate

 

We work with our clients to develop investment strategies that are tailored to their specific needs and goals. We also provide our clients with ongoing support and guidance, so that they can make informed investment decisions.

If you are interested in learning more about our services, please contact us today. We would be honored to have the opportunity to discuss your investment goals with you.