A complete list of active advisors currently associated with Elk Hill Advisors, Inc.
Warmer can help you find a great advisor at Elk Hill Advisors, Inc. or one who fits your needs even better.
Elk Hill Advisors, Inc. provides investment management and retirement plan consulting to individuals, trusts, estates, corporations, and pension and profit-sharing plans, overseeing roughly $100.6 million in client assets across approximately 217 client relationships. The firm delivers ongoing investment supervisory services and constructs individualized, globally diversified multi-asset portfolios that primarily use mutual funds, ETFs, and selected fixed income or individual securities. The firm follows a Global Multi-Asset (GMA) approach that emphasizes strategic asset allocation and diversification as the principal driver of long-term performance, employing Allocation Master and Morningstar-based proprietary screening to select funds and ETFs. Portfolios may include a wide set of asset classes and alternative strategies — including REITs, commodities, precious metals, absolute-return strategies and managed futures — and the adviser applies active (tactical) asset allocation while typically maintaining relatively low turnover (about two to four portfolio changes per year). Noteworthy for a firm of its size, Elk Hill supports a high number of client relationships relative to its adviser base, and it operates as a fee-only advisory that occasionally collaborates with an unaffiliated adviser on joint advisory and plan consulting engagements under disclosed fee-sharing arrangements. Investment oversight and account reviews are centralized with a senior reviewer responsible for monitoring, and the brochure discloses that recommended brokerage and custodial arrangements may affect trade execution and transaction costs.
To learn more about the advisors currently working at Elk Hill Advisors, Inc., 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 |
|---|---|---|
Roanoke, VA
| 33
| |
Roanoke, VA
| 18
|
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