Elite Finance is an investment advisory division of Elite Investment Group that incorporates financial planning, investment portfolio management and a number of aggregated asset management services. High net worth individuals, small business owners and families who desire the assistance of a credentialed financial advisory specialist call upon Elite Finance to coordinate retail banking, estate planning, legal resources, tax professionals and investment portfolio management. Elite Finance and its advisors are independent certified financial planners, MBAs, CFAs and credentialed professional money managers who work to enhance the income, growth and tax favored treatment of long-term investors. In most cases, one must already have accumulated a significant amount of wealth for wealth management strategies to be effective, but we have spent a considerable amount of time sourcing financial products that cater to all demographics.

Because our core competency is portfolio management, we take portfolio construction very seriously.  Each of our client's are assigned a team of professionals to include a financial advisor, client service manager and an administrative team all led by a portfolio manager who is responsible for overseeing the ongoing asset management of their portfolio.

You've worked hard for your money and it is our responsibility to bring you a comprehensive financial services division capable of delivering a sound portfolio management solution.  Your financial advisor along with his or her team will meet with you at least once per quarter to adjust or rebalance your portfolio in line with market conditions as well as your financial circumstances.

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