Wealth Management and Alternative Investments

Our Investment Philosophy

Our clients deserve nothing less than an objective partner who is vigilant in serving their interests. At Elite Wealth Management, we work as that unbiased partner by providing investment advice and cutting edge solutions that best meet the needs of the individuals, families and institutions whose assets we manage. Learn more about Elite Wealth Management >>>

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“A person is not given integrity, it results from the relentless pursuit of honesty at all times.”

Fariba Ronnasi

CEO, Elite Wealth Management

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Our Investment Strategies

By offering a full range of financial services and solutions, we provide comprehensive portfolio management, implement strategic planning, and utilize the expertise of our analysts to ensure our clients always have the upper hand. Click the button below to discover our strategies.

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Elite Wealth Management Blog

Great Expectations And Truth In Earnings

Article Summary 72% of companies that have reported earnings issued negative guidance, which is higher than the 5-year average. Revenues have fallen for two back-to-back quarters, indicating a bearish signal for US stocks. The Fed is propping up stocks right now based on speculation of a rate hike that is looking more and more unlikely next month. The broader indices continue to tread water at or near all-time highs despite unconvincing mixed economic data and crises in both Europe and China. While the Greek debt issue seems to have come back under control, the collapse in the Chinese stock market has yet to bleed over into domestic markets. Yet the threat of a possible loss has not seemed to faze stocks…   Read full article at Seeking Alpha... read more

Arbitrage Opportunities Abound

Article Summary Increased volatility in the global marketplace has created some interesting arbitrage opportunities. Two mergers present an opportunity for investors looking to speculate on mispriced equity valuations. Pair trades using ETFs that follow China and gold are highly correlated and could be a way to diversify against speculating on market direction. Financial markets around the world have been roiling over the past few weeks. The Greek debt crisis, Chinese stock market crash, and plunging oil prices have triggered a wave of selling and have reintroduced volatility back into the markets.   Read full article at Seeking Alpha... read more

Is Space The Next Big Investment Venture?

• Private investment into the space industry is expected to reach $10 billion this year with around 800 companies currently involved with space operations in some form. • SpaceX’s reusable rocket technology could lower the cost of launches from $70 million to under $10 million. • The natural resources that can be found in asteroids could prompt a space mining boom within the decade or so. Beyond the standard business cycle of expansionary and recessionary phases where certain stock sectors outperform or underperform more than others, a larger cycle exists. It’s a much longer cycle that can take time to develop but once it gains enough momentum, could last for decades. In the 19th century, railroads were the booming industry. Beginning in the mid-1800’s, the advancement of transportation led to a nation interconnected for the first time in a way that fundamentally changed how businesses operated. As the economy expanded and technology forged onward, it gave way to the oil boom which lasted well into the 20th century. Some of the companies founded back then are still around today. Names like Exxon Mobil, ConocoPhillips, and Chevron all stemmed from the early days of the oil rush. The growing production demand from factory output and economic growth led to the creation of the wealthiest man in U.S. history – the oil baron John D. Rockefeller. In today’s dollars, he would have been worth more than $330 billion. The advent of the computer gave birth to a new era – the digital age. The computer transformed businesses overnight and allowed transactions to take place instantly even over long distances. Companies like... read more

Why Elite Wealth Management?

All of our clients are placed in Separately Managed Accounts at one of the largest online brokerages in order to maintain maximum transparency, liquidity and client control.

Risk Managed Solutions for Downside Protection

Maximum Growth, Liquidity, and Wealth Preservation

Proven Tactical and Alternative Investments

Value is enhanced through a relentless and passionate pursuit of the truth behind how the capital markets behave.

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