Wealth Management

Our Philosophy

Our investment philosophy is designed to maximize your wealth while providing you with simplicity and peace of mind.  No commissions are garnered through our investment decisions, and our sole objective is to maximize your wealth.  By purchasing individual securities and Exchange Traded Funds (ETF's) we engineer broad, globally diversified portfolios that minimize risk and maximize return.

Our investment decisions are guided by a deep understanding of academic knowledge and based on Modern Portfolio Theory, Behavioral Finance, and Momentum investing.  We provide real value by creating efficient portfolios, minimizing taxes and expenses while utilizing a disciplined investment approach to capture gains and maintain efficiency.  Our process offers clients superior results, great service, and an excellent experience.

What is an ETF?

An exchange-traded fund (ETF) is a security that tracks an index, a commodity or a basket of assets just like an index fund, but trades like a stock on an exchange. Elite Asset Management uses ETFs in both our stock and bond portfolios because of the liquidity, diversification, tax efficiency, and low management fees they offer.