Institutional Discipline. Advisor Focus.
Premier investment management strategies — engineered to fit your clients, and your practice.
Endowment-Style Investing
Everything we do is centered on one mission: Build and Deliver Better Portfolios.
By combining institutional access, modern portfolio design, and active management discipline, we aim to help clients achieve stronger, steadier outcomes through all market conditions.
Integrity in Manager Selection: We apply strict standards to ensure only the most qualified managers make the cut.
Clear Client Communication: We deliver timely, client-ready content to help you communicate with confidence.
Differentiated Alternatives: Unique alternative strategies that set you apart from the crowd.
Naturally Referable: Solutions so distinctive, they become the stories clients share with friends, family & colleagues.
Calmar Focused™
Smarter Growth. Controlled Risk. Better Outcomes.
ELITE concentrates on creating and delivering endowment style portfolios utilizing modern investment solutions. By staying Calmar Focused™, our portfolios are aligned with client expectations
Growth of Assets
To meet long-term client goals
Protection from Losses
Guard against damaging drawdowns.
A Smoother Ride
Keep clients invested with confidence.
Calmar Ratio
Annualized Return ÷ Maximum Drawdown
The performance-to-risk measure that aligns best with client expectations
Direct experience managing hedge funds, mutual funds, ETFs, and high-net-worth portfolios
Experience, led by a team with CFA, CAIA, & CFP® credentials, plus MBAs from leading institutions
These diversified, risk-aligned portfolios are specifically designed to meet varied client objectives
Built for Advisors. Designed for Clients.
We handle the complexity—so you can stay client-focused.
> Design
Adaptive, risk-managed portfolios
> Management
Transparent, actively overseen strategies
> Execution
Plug-and-play integration
> Reporting
Real-time, aggregated reporting
Manager Diversification
Proven managers, chosen with discipline and managed with care.
