ELITE Portfolios was founded on providing investors enhanced benchmark performance in up markets, while mitigating losses in down markets. This objective stems from the dissatisfaction with traditional investment management that can expose investors to significant losses during harsh market down turns. Often described as buy and hold, as championed in the 1950’s, we believe enhanced products solutions and technology, allows for better outcomes and a smoother ride for investors.

Founded by two former advisors, we have firsthand knowledge of client expectations, and how they can change quickly, in volatile markets. Our founders, along with the team of experts on the ELITE Investment Committee include CFP Certificants and CFA & CAIA Charter holders. MBA’s from prestigious institutions and undergraduate degrees from the likes of Oxford and Harvard. In total, over 200 years of industry experience, and asset management in excess of $10 billion, including management of hedge funds, mutual funds, ETF’s and HNW private client.

Capital Market Assumptions & Asset Allocation

State Street Global A (SSGA) is an invaluable partner and assists with capital market outlook and assumptions. State Street is a multi billion dollar institution with over a dozen research analysts and offices world wide. On a quarterly basis, SSGA provides updates portfolio allocation weightings to ELITE. We utilize their expertise and build out SMART Portfolio asset allocation weightings in the strategic segment much to their direction. Our committee can make adjustments as deemed prudent, but we do believe their expertise is credible.

Alternatives

Because Alternatives tend to behave differently than typical equity and bond investments, adding them to a portfolio may help to lower volatility, provide broader diversification, and enhance returns. The ELITE Private Alternatives portfolios are comprised of eight to ten ‘Equity Replacement’ and/or ‘Fixed Income Replacement’ private funds. There are three portfolio models: Accumulation, Balanced, and Income

The Portfolios have been designed by the ELITE Investment team to:

  • Improve traditional portfolio drawdown profiles

  • Improve portfolio efficiency & diversification

  • Improve portfolio performance & compounding abilities