Value Investing within Niche Markets

Value Investing
within Niche Markets

We are an independent, client driven company who specializes in providing private, corporate and institutional
clients with access to opportunities within niche markets that offer value, whilst mitigating risk.

We are an independent, client driven company who specializes in providing
private, corporate and institutional clients with access to opportunities within
niche markets that offer value, whilst mitigating risk.

Learn More

Learn More

21 Years of Experience in Financial Services.

Elite Capital International offers institutional grade wealth management services along with unrivaled investment advisory and research services to private and corporate clients.
DISCOVER

Who We Are?

Elite Capital International is a bona fide institutional investment advisor™ that provides credit unions with award winning money management. Regulated by the Securities & Exchange Commission and held to the fiduciary standard of the Investment Advisors Act of 1940.
 

What We Do?

We expertly balance capital preservation with yield seeking strategies that allow our clients to enjoy returns that are significantly higher than what their core operations or traditional investments provide. We use these higher returns to offset fund deferred compensation arrangements.

Investment Services

Portfolios

We utilizes both systematic screening and creative methodologies to generate ideas. The systematic screening process utilizes approximately 10 custom generated metrics on a bi-weekly basis to provide ideas to the research team. We also utilize our extensive business network and investment experience to find ideas from industry trade sources, sell-side research and other publications.

Preservation of Capital represents the core philosophy of the firm. We believe in a “winning by not losing” approach to investing. In other words, avoiding big losses in the portfolio allows the math of compounding returns to be in our favor.

After the research process has been completed and the various aspects of the company’s 3-legged stool have been deemed satisfactory, the Firm usually takes approximate positions of 2.0-4.0% of the equity portion in each particular strategy.

For individual equities within the portfolios, we invests only in securities that trade on major exchanges. We have multiple trading sources available through our primary custodians. Liquidity (in terms of ownership/average daily volume) is actively monitored on a daily basis. The firm currently does not have any soft-dollar arrangements.

How can our investment advisory
approach help you?

For a free assessment of your current financial condition…