We created a rule-based investment process that is Strategic, helps our clients Maximize Gains, Adapts to current market conditions, manages Risk, and is Tactical. It's still asset allocation only S.M.A.R.T-er.
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.
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.
A risk management technique that includes a variety of investments within a portfolio.
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.
Discuss and understand the different options available to parents and grand parents to help pay for college.
Submitted by Elite Asset Management on June 10th, 2018
In the last few years, a new investing resource has become more popular. A robo-advisor is an online software application designed to offer automated investment technology for investors, providing them an ‘in’ to the investment world by offering lower minimum balances and lower fees, providing a more affordable entry into the world of investing.
Submitted by Elite Asset Management on February 4th, 2018
We created a rule-based investment process that helps our clients maximize gains and minimize losses, by adjusting to current market conditions based on our proprietary indicators. Our investment strategies will remove confusion and provide peace of mind through all market cycles.