Our Services

We're an independent fee-only registered investment advisory firm (RIA) for investors that are looking for a better way to invest, are fed up with poor investment performance, and high fees. Each portfolio is designed to serve multiple investor personalities and styles, as each strategy has a varying degree of strategic and tactical investments.

Our strategies and approach will remove confusion from investing and provide peace of mind through all market cycles, and we offer these strategies with no hidden fees and no trading charges. We accomplish our investment goals by using a combination of strategic and tactical investments.

We created a rule-based investment process that helps our clients minimize losses, by adjusting to current market conditions based on our proprietary indicators. When the markets are performing well, we'll shift to holding more equities, however when the markets are performing poorly, we'll shift to more defensive vehicles, either cash or bonds.

You may Contact Us to learn more.

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

EAM - Another Great Month!!! - Market Update - July 2017

Submitted by Elite Asset Management on July 14th, 2017

Our Philosophy

EAM - What it means to be a a Fiduciary

Submitted by Elite Asset Management on June 9th, 2017

The client advisor relationship is sacred and is built on trust. It’s why we started a registered advisory firm (RIA) that is independent and fee only. Below you'll understand the difference and why investors seek out a fiduciary to manager their investment portfolio.

EAM - Market Update - June 2017 - Sell in May and Go Away or Not

Submitted by Elite Asset Management on June 1st, 2017

Our Philosophy

Looking to learn more?

Get in touch today

Remove the fear of investing with rule-based strategies that adapt to changing markets.

Reduce anxiety and have peace of mind to sleep during "market" storms.

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

We help investors keep the end in mind by Living Today and Planning for Tomorrow.