What is SMART Asset Allocation?

We created a rule-based investment process that is Strategic, helps our clients Maximize Gains, Adapts to current market conditions, manages Risk, and is Tactical. It's still asset allocation only S.M.A.R.T-er.

S – Strategic

M – Maximize Gains

A – Adapts

R – Manages Risk

T – Tactical

You can learn more by going HERE

We offer the below services to our clients:

Investment Management

Our investment philosophy is designed to maximize your wealth while providing you with simplicity and peace of mind.

Strategic and Tactical Investing

Strategic asset allocation is a passive investment style that sets long-term target asset allocations and assembles a portfolio based on those long-term target asset allocations.

Asset Allocation

The process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Diversification

A risk management technique that includes a variety of investments within a portfolio.

Financial Planning

Involves the detailed review and analysis of all facets of your financial situation including cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning.

College Planning

Discuss and understand the different options available to parents and grand parents to help pay for college.

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Latest Blog Posts

May 2020 Monthly Newsletter - Performance Update & Thoughts

Submitted by Elite Asset Management on May 4th, 2020

Market Update

Managing Emotions and Expectations during Market Uncertainty

Submitted by Elite Asset Management on April 1st, 2020

Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is learning how to keep it cool when the market is in turmoil? In this article, we are going to look at some of the tools that can help you manage your emotions and expectations during market uncertainty.

March 2020 Monthly Newsletter - State of the Market

Submitted by Elite Asset Management on February 27th, 2020