A complete list of active advisors currently associated with Elliot Investment Management, LLC

Warmer can help you find a great advisor at Elliot Investment Management, LLC or one who fits your needs even better.

Elliot Investment Management, LLC provides discretionary portfolio management primarily for individual clients, including high-net-worth individuals, and typically charges percentage-of-assets-under-management fees. The firm develops an Investment Policy Statement for each client and manages portfolios using mutual funds, equities, bonds, ETFs and may also advise on real estate, insurance products, annuities and private placements. The advisor uses a mix of fundamental, technical and charting analysis and implements both long‑ and short‑term trading strategies, including options writing (covered and uncovered) and option spreading. EIM documents client risk tolerance in each Investment Policy Statement, requests discretionary trading authority, and conducts at least weekly account reviews while clients receive monthly custodian statements. Distinctive features versus peers include the firm’s explicit use of options writing — including uncovered options — and more active trading techniques tied to charting and technical analysis, which are less common among small independent advisers that focus on long‑term portfolio management. The firm manages roughly $40 million across a small client base (19 clients), requires use of its chosen custodian (which may limit client‑directed brokerage), and permits personal trading by the advisor subject to documentation and trade-priority policies.

To learn more about the advisors currently working at Elliot Investment Management, 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.