TEAM Elevated Asset Management

Team Elevated Asset Management is a small, privately owned advisory firm that serves individuals (including high-net-worth clients), trusts, retirement plans, charitable organizations and business entities, managing roughly $34.9 million across about 67 client accounts with a two-person advisory team. It provides discretionary portfolio management through its proprietary Team Elevated Asset Management Program, offering bundled wrap-fee management in which the firm acts as both program sponsor and portfolio manager.

The firm blends fundamental and technical analysis with tactical asset-allocation, tailoring portfolios to client objectives and risk tolerances and reviewing accounts at least quarterly for rebalancing. Portfolios may include ETFs, mutual funds, common stocks, REITs, BDCs, fixed income, and option strategies, and TEAM may at times use concentrated positions, margin, leverage, leveraged/inverse ETFs, hedging and other derivatives or hold cash strategically.

A noteworthy characteristic is that TEAM itself sponsors the wrap-fee program it manages, a structure that is relatively uncommon among similar supported firms and means it handles execution and program administration internally rather than using outside portfolio managers. The firm is relatively new and small, and its principals maintain outside industry affiliations (including broker-dealer registration and insurance licensure) and receive custodial platform benefits disclosed in the brochure, items the firm identifies as potential conflicts of interest.