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
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.
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
The internet has been growing at an incredible clip…but so has cybersecurity threats. The internet of things, mobile applications and other connected mediums have woven their way into our daily work lives and at-home routines. Criminals view this as an opportunity to subtly connect to your smart device in order to steal your personal or professional data; however, billions of dollars are getting put to work to prevent such an occurrence.read more
Alpha can be found in any corner of the globe, but before capital can be put to work, the fundamentals must be taken into consideration. Nowadays, one of the biggest drivers of returns is central banks. Accordingly, below is what you need to know for each major central bank, from where they stand to what expectations are being priced in, as well as the effectiveness of their current policy as measured by economic activity and inflation.read more
$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.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.