Grand Junction, CO Office

Elevate Capital Advisors is a five-advisor team managing roughly $183 million for about 200 clients, serving individuals (including high-net-worth clients), families, trusts, business entities and pension plans. The firm provides discretionary and non-discretionary portfolio management, pension consulting and fee-based financial planning.

Elevate pursues active management through proprietary strategies that combine fundamental and technical analysis, formalized in an investment policy statement and implemented with continuous monitoring, rebalancing and block trading across accounts. The firm uses derivatives in separately managed accounts — including covered calls, protective puts and inverse ETFs — typically as hedges or overlays alongside long positions.

What distinguishes Elevate from many peers is its use of performance-based fee arrangements for qualified clients and the side-by-side management of those accounts, a practice that is uncommon among similar team firms. The firm also sponsors a private investment fund and discloses potential conflicts of interest — including an affiliated insurance business that earns commissions — and describes steps it takes to mitigate overlapping fee issues for clients invested in the fund.