Christine Eisenhower, Owner and senior financial advisor.
Christine is a graduate of the College for Financial Planning, and a Certified Financial Planner™, CPA and MBA, brings a wealth of educational credentials, over 20 years of corporate financial experience and financial expertise working directly with clients on their individual goals, investment planning, financial planning, investment selection, portfolio management and retirement planning.
Matt Eisenhower, Chief Operating Officer
Matt has over twenty years’ experience in the medical, not-for-profit, and fundraising field. He has a B.S. in Human Biology from Geneva College, an advanced degree in Cardiovascular Technology from Geneva College, and a Master of Divinity from Northeastern Seminary. He completed his Professional Education Program in financial planning at the College for Financial Planning in 2019.
Otter Creek Partners is an independent investment advisor specializing in several practice areas, such as general financial planning and portfolio management. Because we operate our business with the highest ethics standards and value our clients’ well-being, we are registered as an investment advisor firm, which makes us a fiduciary for all of our clients. As such, we adhere to a strong belief in and commitment to putting the best interests of the client first, above our own interests. Our emphasis is to provide the highest quality of service at the lowest costs possible, with a fully transparent level fee schedule, using state of the art technology and customized personal attention for every client.
Otter Creek Partners was formed in 2003 by Jim Dahl and Mary Lynne Dahl. Christine Eisenhower later became a partner in 2012 and sole owner on January 1, 2020. Jim and Mary Lynne both have retired.
WE MAKE YOU THE FOCUSS
Balancing best in class service with a hometown touch. Our clients have trusted us with over $45 million in assets under management and are spread across the U.S. in eight different states. We even use the best in class company, Charles Schwab, as our custodian for your investments. Yet, we are still small enough to be easily accessible to you by phone, text, email, or in person. We pride ourselves in quick responses to your needs.
The mission of Otter Creek Partners is to safeguard and grow the financial assets that we manage for our clients.
As a registered investment advisory firm in Alaska, Washington, and Colorado, we are held to the fiduciary standard of care of our clients, which is the highest in the industry.
We are not a broker dealer who sell investment products like insurance, bank, or other investment items for commission . Rather, we are a fee only firm which we believe is the most objective and unbiased way to provide portfolio management and financial planning services.
With nothing to sell, you can be assured that the advice we give you is honest, objective and free of the conflicts of interest inherent when made by a broker or salesperson who will be paid for the sale of a product they recommend.
Our fees are transparent, not hidden in the fine print of an investment or insurance product.
We charge 1.00% per year for customized Portfolio Management or $165 per hour for stand-alone Financial Planning consulting.
The Joys of Giving
Otter Creek Partners is a participant in a community of people who value philanthropy. Through the generosity of many, Ketchikan raises hundreds of thousands of dollars annually to support a multitude of needs and projects throughout the region, from the arts to the problem of homelessness. Otter Creek Partners and its principals give countless hours of time to community services and donate to various non-profit organizations, because we support an economically healthy world through financial literacy and charitable giving. We are proud supporters of the arts and social service organizations doing the good work of making our community, and the world, a better place in which to live and work.