Performance & Strategies

As much as our clients’ backgrounds differ, their investment goals share a common theme: to invest wisely and expand their wealth for generations to come. Aiming to fulfill our clients’ wishes – while respecting their rights to privacy and confidentiality – is our number one responsibility. We serve a broad base of clients, including successful entrepreneurs who are newly affluent and families with a long-standing wealthy heritage and complex financial needs.  

Core All Cap Strategy

The Core All Cap Strategy seeks alpha across the entire capitalization spectrum deriving its stock selection from a bottom-up research process. Identifying undervalued companies with important earnings growth to provide the opportunity to achieve significant absolute returns without taking on undue risk. The strategy consists of both growth, value, and income stocks that are selected based on our conviction to hold the companies’ long term and their relative fundamental strength and market dominance in their respective sectors. The strategy seeks to hone in on the best ideas from each market, while passive funds seek to focus on the entire market. We believe the strategy is opportunistic and flexible, employing a multi-cap stock selection approach.

Core Select Strategy

The Core Select Strategy invests in a selection of high conviction stocks without the dilution from being overly diversified. The strategy seeks long-term capital appreciation through a condensed mix of investments. The Core Select Strategy seeks to deliver the best opportunity for risk adjusted returns with a goal of capital appreciation and structuring the portfolios reflecting the firm’s highest conviction and focus.

Dynamic Option Overlay Strategy

The strategy embodies the idea of selling put options against cash and collecting premium that seeks consistent income stream for the port-folio. The approach targets income generation and lowered volatility than the broad market. The strategy involves selling out-of-the-money puts collecting premiums as long as the ETF price of the underlying remains above the put strike price at expiration. ETFs may be assigned at a price discounted from current trading prices. The put options are used as a tool to acquire an ETF at a discounted and pre-established price, which is the strike price of the option. Covered calls are used as a tool to exit assigned ETFs and generate income in the interim. This strategy is appropriate for a long-term investor looking to generate profits from the collection of premium and/or to go long ETF positions at a significant discount to their current trading prices. The strategy can only be implemented for taxable accounts; IRA accounts cannot utilize this strategy given the nature of put selling.

Tactical Long/Short Strategy

Tactical Long/Short is a proprietary equity strategy that seeks to generate capital appreciation in rising and falling markets using two principal trades. The strategy uses technical trading indicators to actively trade the SPDR S&P 500 (SPY) and the ProShares Short S&P500 (SH). During periods when a trade signal does not indicate a trend in either direction, the strategy will signal investing in cash. The strategy is directional, positioning either long or short.

Global Strategy

The Global Strategy seeks to provide attractive risk-adjusted total returns relative to the MSCI Global Index by utilizing a holistic top-down approach that integrates exposure to all major developed regions and emerging markets. This strategy integrates in-depth fundamental and technical analysis to invest in diversified sectors and within one of the leading sectors both large to mega-cap equities and ETF’s.

Important Disclosures

Risk Disclosure: All investments include a risk of loss that clients should be prepared to bear. The principal risks of the Elite Wealth Management strategies are disclosed in the publicly available Form ADV Part 2A. There can be no guarantee that Elite will be able to implement its investment strategy or achieve its investment objectives. 

Elite Wealth Management Option Strategies Risk Disclosure Statement: Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options in your account. If you are interested in margin lending (a loan to purchase securities that is secured or collateralized by securities in your account) or option trading, please Click Here to read the Options Disclosure Document titled “Characteristics and Risks of Standardized Options”, or call the Interactive Brokers, LLC (“IB”) office @ 1-877-442-2757 for a current copy, before considering any option transaction.

Exchange Traded Funds (ETFs) are subject to market risk, including the possible loss of principal. The value of the portfolio will fluctuate with the value of the underlying securities. ETFs trade like a stock, and there will be brokerage commissions associated with buying and selling exchange traded funds unless trading occurs in a fee-based account. ETFs may trade for less than their net asset value.