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.
Elite Capital Services provides wealth and portfolio management and offers separate financial planning and consulting engagements on a fixed‑fee or hourly basis. Its client roster includes individuals (including high‑net‑worth clients), trusts, estates, businesses, charitable organizations, pension and profit‑sharing plans, and bank and thrift institutions, and the firm generally requires $500,000 under management (multiple accounts may be aggregated). The firm builds strategic asset allocations and implements portfolios using a blend of fundamental and technical analysis, proprietary models (including Discount Dividend, Financial Health and Pier and Sector analyses), and risk‑management tools such as diversification and, when appropriate, hedging with futures and options. Accounts are typically managed on a discretionary basis with ongoing monitoring and at least quarterly reviews, while standalone planning engagements conclude at delivery unless the client elects ongoing management. Noteworthy aspects compared with peers include the firm’s placement of commission‑based products (mutual funds, insurance and annuities) for investment management clients and a policy to credit sales loads or commissions against advisory fees. Elite Capital also advises pooled and institutional clients and provides access to alternative investments (including hedge funds and third‑party funds of funds), and it highlights global market access and execution tools (citing Bloomberg Anywhere and recommending Interactive Brokers for custody), with disclosures about foreign‑investment and currency risks consistent with cross‑border exposures.
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
| 27
|
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