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 is an independent registered investment adviser that provides ongoing investment supervisory services to individuals and high‑net‑worth individuals. The firm prepares an Investment Policy Statement for each client and manages portfolios across mutual funds, equities, bonds, fixed income, ETFs, and—when appropriate—real estate, insurance products (including annuities) and private placements, charging fees based on assets under management. The firm combines fundamental, technical, and charting analysis and employs long‑term and short‑term trading as well as options writing (including covered, uncovered, and spreading strategies) as part of its investment toolkit. For clients who engage ongoing supervision, the adviser typically operates with discretionary trading authority, documents client goals and risk tolerances in the Investment Policy Statement, conducts at least weekly reviews, and provides monthly account statements from the custodian. Noteworthy aspects relative to peers include a small client roster (about 19 clients) with roughly $45.7 million in assets under management, resulting in comparatively large average account sizes and more concentrated client relationships. The firm requires clients to use its recommended custodian rather than accepting client‑directed brokerage, does not participate in wrap‑fee programs, does not accept outside compensation for product sales, and utilizes option‑writing strategies that can carry higher risk than many similar independent advisers.

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.