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
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Finance Professionals & RIAs
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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.
Elite Wealth Management Blog
We’re finally coming to a close for 2015, and the final quarter will be the conclusion to a year that’s been defined by uncertainty and uneven performances. Mixed economic data haven’t given investors a clear vision of what the future will look like, while other regions around the world have shared in a global economic slowdown that finally culminated in a collapse in the Chinese stock market last quarter.read more
It’s been roughly one year since the Fed ended its historic quantitative easing program and gave control of the economy back over to the free market. With those memories of a Fed driven market still fresh in investors’ minds, it seems that the Fed is once again in control of this market’s destiny. Markets are quickly retreating to a “wait and see” trading mentality when it comes to Yellen, which is contributing to a rise in uncertainty and volatility in the broader averages…read more
Wall Street has been behaving erratically over the past few weeks ever since the Chinese contagion finally reached U.S. shores. As of the close on September 8, 2015, the S&P 500 has shed nearly 110 points, a 5.29% loss, in the past month even after recovering from a drop of nearly 230 points earlier. Meanwhile volatility has soared more than 85% over the same time frame and is currently holding steady around 25…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.