ELEVATED ASSET MANAGEMENT LLC

Overview

Elevated Asset Management LLC is an independent registered investment advisor that serves individual and family clients with a mix of financial planning, discretionary portfolio management and pension consulting for small businesses. The firm is owned by an individual and operates with a fee model that combines a percentage-of-AUM charge and fixed fees for certain services. Elevated runs predominantly discretionary portfolios and relies heavily on pooled public funds and mutual funds for core equity and fixed-income exposure while supplementing client portfolios with third-party real estate allocations for diversification and income. The firm does not market itself as an ESG-active manager and is not registered as a multi-state adviser. It is not positioned as a capital allocator; instead, Elevated uses external managers for alternative exposures and prefers established mutual funds and commingled vehicles to implement its strategic and tactical asset allocation decisions.

Assets & Accounts

Investments & Alternatives

Location & Offices