Elite Portfolios
SEC RegisteredInstitutional Discipline. Advisor Focus.
About the firm
ELITE focuses on creating and delivering endowment-style portfolios utilizing modern investment solutions. By combining institutional access, modern portfolio design, and active management discipline, they aim to help clients achieve stronger, steadier outcomes through all market conditions. Their team holds CFA, CAIA, and CFP® credentials with direct experience managing hedge funds, mutual funds, ETFs, and high-net-worth portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Premier investment management strategies including endowment-style portfolios, adaptive risk-managed portfolio design, transparent actively overseen strategies, plug-and-play execution integration, real-time aggregated reporting, differentiated alternative strategies, and manager selection and diversification.
Who they serve
Financial advisors and their clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 1 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elite Portfolios has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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