Elle Investment Group LLC

Elle Investment Group LLC provides ongoing portfolio management and investment supervisory services to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and pooled investment vehicles. The firm prepares a client‑specific Investment Policy Statement for each relationship, offers financial planning without an additional fee, and manages roughly $14.9 million for about 80 clients.

The firm’s investment process combines long‑term trading with charting, fundamental, technical, and cyclical analysis to construct diversified portfolios of mutual funds, equities, bonds, ETFs, and other securities. Accounts are generally managed on a discretionary basis with asset allocation and risk tolerance documented in the Investment Policy Statement, and the firm may refer clients to or act as a subadviser for third‑party managers when appropriate.

Distinctive features include the principal’s multiple outside business activities — including registration as a broker‑dealer representative and as a licensed insurance agent, ownership of operating businesses and rental properties — and the firm’s disclosure that these roles can create conflicts when recommending commissionable products. The firm also routinely requires use of specific custodians and may receive institutional benefits and fee‑sharing arrangements from third‑party advisers, which it documents and discloses as potential conflicts of interest.