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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Finance Professionals & RIAs

You’ve worked hard to build your business, let us work hard for you. Have the peace of mind to focus on your clients and business with a cutting edge investment team behind you. Click the button below to explore a partnership with 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

Edge in Selling Options Part 2: The Put-Write

$100 invested in the CBOE S&P 500 Put-Write Index strategy in 1986 would be worth just about $1,700 today, clocking in at 10.1% annual returns.

A CBOE study recently concluded that despite the perceived risk of shorting puts, the strategy has performed incredibly well, even during the 2008 crash. Specifically, the study tested selling at the money puts on the SPX one month out and investing the secured cash in three month treasury bills.

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What’s Behind Alphabet’s X: The Moonshot Factory

Alphabet’s moonshot factory, X, is trying to solve huge problems with breakthrough technologies and seemingly radical solutions to make the world a better place. While investors can obviously participate by owning Alphabet, the projects they are working on could be forward looking investment ideas as well.

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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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