Elite Wealthcare LLC

Overview

Elite Wealthcare LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-assets, hourly and fixed fees and manages client relationships on a predominantly discretionary basis. It does not position itself as a capital allocator and is not registered as a multi-state adviser or an active ESG investor. Investment activity centers on blending traditional pooled vehicles with alternative strategies. Private funds make up the single largest asset class on the books, and the firm also deploys strategies in hedge funds, real estate and REITs to add diversification, yield and return enhancement where appropriate. For core allocations the firm uses mutual funds and corporate debt instruments, while annuities are available for clients seeking guaranteed income features. Given the small scale of the business, portfolio decisions appear to be executed directly rather than through a multi-layered platform approach.

Assets & Accounts

Investments & Alternatives

Location & Offices