A complete list of active advisors currently associated with Elite Capital Services, LLC
Warmer can help you find a great advisor at Elite Capital Services, LLC or one who fits your needs even better.
The firm provides wealth and portfolio management, financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, businesses, charitable organizations, pension and profit‑sharing plans, and bank and thrift institutions. Services described in the brochure include strategic asset allocation, security selection and ongoing portfolio management, as well as standalone financial planning engagements offered on hourly or fixed‑fee terms. Its investment approach combines fundamental and technical analysis with proprietary models (including Discount Dividend, Financial Health, and Pier and Sector analyses) and emphasizes capital preservation through diversification and risk management, with the occasional use of hedging, options or short positions when appropriate. Research and trade execution rely on Bloomberg Anywhere for global market data and on custodial/executing relationships with Interactive Brokers, and the firm uses a range of instruments including equities, corporate and municipal debt, ETFs, mutual funds, insurance/annuities and alternative investments. Compared with many solo advisory practices, the brochure discloses a client mix that explicitly includes institutional and pension/profit‑sharing plan clients and describes retirement plan analysis, signaling capabilities beyond typical retail-focused services. The firm also documents advising on pooled and alternative vehicles (hedge funds and third‑party funds of funds), discusses receipt and crediting of commissions for certain investment products against advisory fees, and addresses foreign‑market and currency risks, consistent with handling non‑U.S. exposures or clients.
To learn more about the advisors currently working at Elite Capital Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Folsom, CA
| 28
|
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