Elevate Investment Management, LLC

Elevate Investment Management provides discretionary portfolio management and integrated financial planning to individual and high‑net‑worth clients. The firm manages roughly $36.8 million across a small client base and documents each client’s objectives and risk tolerance in a written Investment Policy Statement.

The firm combines fundamental analysis and modern portfolio theory to construct diversified portfolios and may implement long‑term trading alongside options strategies (including covered, uncovered, and spread positions), along with allocations to mutual funds, ETFs, TIPS, non‑U.S. securities, and private placements. Clients commonly grant discretionary authority for trade execution, and the adviser states policies to allocate opportunities equitably while noting that options and less liquid investments carry material risk.

Distinctive features include a very small number of client relationships with financial planning included at no additional charge, and a willingness to employ higher‑risk instruments such as uncovered options and private placements alongside traditional investments. The firm uses institutional custody and platform services (including Schwab Institutional and Altruist), and discloses potential receipt of research or other services from custodians (soft‑dollar benefits) associated with those relationships.