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Remove the fear of investing with S.M.A.R.T asset allocation.

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Learn about what we do and how we help investors like you.

Reduce anxiety and have peace of mind during market storms.

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Learn about what we do and how we help investors like you.

Rest assured by working with a fiduciary and no hidden fees.

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Learn about what we do and how we help investors like you.

We help investors live today and plan for tomorrow.

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Learn about what we do and how we help investors like you.

 

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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

Understanding Exchange-Traded Funds

Submitted by Elite Asset Management on December 1st, 2020

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can give you the best of both worlds. Here are some key things to know about ETFs before investing.

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Elite Asset Management on November 22nd, 2020

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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November 2020 Monthly Newsletter - Performance Update & Thoughts

Submitted by Elite Asset Management on November 22nd, 2020

Market Update

Dear Fellow Investor,

Tags:
  • ETFs
  • investments
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