Investment Services

When you’ve been providing clients with investment advice for as long as we have, you do more than just learn a thing or two—you develop your own style, approach, and methodologies.

Being truly independent, we’re able to build a plan and investment approach based on your needs and goals—not on the hot investment advice de jour. Because of this independence, we’re able to work with you based on facts and realities—we don’t need to “spin” the data, news or results in our favor. This is why our clients hire us, build strong relationships with our team, and ultimately—trust us.

Our approach to investing helps you avoid fads and bubbles and reflects your individual level of risk tolerance. Are you really worried about stock market volatility? We might structure your portfolio towards fixed income. Do you have the appetite for higher risk for greater potential return? We might help you choose an equity-oriented investment strategy.

Working with Investment Advisor

Consider the following scenarios: You’ve worked hard all your life, been careful with your finances and are now looking forward to retirement. You have a general sense of how your assets are performing, but could use some additional guidance. Or,…

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Wealth Management

What is Wealth Management? Wealth management is an investment advisory service that combines other financial services to address the needs of clients in varying circumstances. It is a consultative process whereby the advisor gleans information about the client’s wants and…

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Investment Management Strategy

We have a slightly different approach to investing. Here at Elite Capital International, you work directly with the team making the investment decisions and recommendations. Since we aren’t beholden to a larger financial institution, we are free to focus strictly…

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Institutional Strategies

Strategy Is Key To A Successful Relationship When choosing an investment advisor, it’s important to understand what types of investment philosophy they follow. Ours is very straightforward. We believe: Value investing outperforms broad market indices over time; Free cash flow…

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How can our investment advisory
approach help you?

For a free assessment of your current financial condition…