Elite Investment Advisors, LLC

Overview

Elite Investment Advisors, LLC is a small, client-focused wealth manager that concentrates its work with individual and family clients. The firm runs discretionary portfolios for most of its client base and favors equities as its primary exposure, supplemented by third-party alternative managers and mutual funds. Advisory activities extend beyond portfolio management into publishing market commentary, offering market-timing services and presenting educational seminars and workshops. Fee arrangements are flexible and include asset-based fees, hourly and fixed-fee engagements, and the option for performance-based compensation. Given the firm’s compact balance sheet and client roster, investment decisions appear to emphasize liquid, exchange-listed securities for the core portfolio while using external fund managers to access less-liquid or specialized strategies. The firm does not position itself as an ESG-focused adviser and it is not described as operating across multiple states or as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices