ELEVATION INVESTMENT CONSULTING

Overview

Elevation Investment Consulting operates as a small, independent RIA run as a sole proprietorship that focuses on financial planning and portfolio management for individuals, families and small businesses, with some institutional relationships. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and provides advice on tailored investment programs rather than acting as a product sponsor or capital allocator. All client assets reported are managed on a non‑discretionary basis, so the firm typically recommends allocations and implements trades only with client approval. Elevation is not positioned as an active ESG investor, and it does not present as a multi‑state or pension consultant adviser. The firm’s investing posture centers on publicly offered pooled vehicles for the core of client portfolios, supplemented by access to third‑party alternative managers for hedge fund and real‑estate exposure. That mix suits clients who want a blend of liquid, low‑cost mutual fund/ETF exposures and selective, manager-driven alternative strategies implemented through external fund vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices