425-828-4300 | info@elitewm.com

It’s easy to do well in bull markets, but a good investment manager protects your assets and outperforms in down markets as well.

 

Does your portfolio provide downside protection and absolute returns in all types of market conditions?

What sets Elite apart from other investment managers is our ability to help our clients generate returns in positive, negative and flat market environments. We offer a wide variety of strategies ranging from equity to fixed income to options that outperform in various market conditions, including the following:

  • Tactical Long/Short Strategy has a cumulative return of nearly 700% since 2007, with a return of 108.03% in 2008 vs. the S&P 500 at -36.79%.
  • Dynamic Options Strategy has an annualized return over 17% and has never had a down year.
  • Aequitas Income Opportunity Fund II offers investors consistent fixed 8.5% return net of fees regardless of market conditions.

We also provide extensive wealth management services such as financial and retirement planning, accounting and tax planning, trust and estate planning, and white labeling for other RIAs. Fill out the form to the right today to learn more about these services.

fariba-ronnasi“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 Mission

Our mission at Elite Wealth Management is twofold: to provide our clients with financial guidance based on their values and priorities, and to provide them the peace of mind and confidence to pursue their financial future – no matter what the markets or life may bring.

Our capabilities are fully aligned to providing the best possible client service and communication along the way. We have extensive experience managing the wealth of high net worth individuals and institutions, and are committed to delivering insightful, informed advice to help our clients achieve their financial goals.


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


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