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| CLIENT SERVICES |
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Each client, institutional or private wealth, is unique with individual needs, goals and objectives. To better satisfy these, we use our expertise and management skills to structure a portfolio that is adaptable to continuous market fluctuations. We believe this approach results in improved performance while maintaining the client's risk profile.
Our independence is the foundation for our ability to provide customized portfolio management services to clients. We access numerous trading resources/desks, and shop for the products which provide the greatest benefit to our clients' portfolios.
Our proprietary models coupled with extensive research enable us to match our clients' financial needs and objectives to desirable solutions.
Services include:
- Continuous monitoring to ensure that positions are in accordance with client guidelines.
- Calculating portfolio performance on a regular basis and comparing it with corresponding benchmark indices to identify potential enhancements.
- Providing clients with account access 24 hours a day, 7 days a week with up to date portfolio positions and performance.
- Maintaining constant communication with clients so that any changes in investment objectives and/or guidelines are reflected in the portfolio positions efficiently.
Custody of Your Money — Peace of Mind
Elite Capital Services maintains a relationship with Charles Schwab to provide for the safe custody of its client accounts. Instituting Schwab as the custodian adds a level of security, accountability and stability for the client's assets while simultaneously giving the client access to view their account online whenever he or she desires.
Clients further have the ability to check their Elite Capital Services statement with their Charles Schwab statement to verify portfolio positions and account balances. This establishes a system of checks and balances for the client, while also providing an additional layer of independent bookkeeping for the client's account. Our independence is the foundation for our ability to provide customized portfolio management services to our clients. We access numerous trading sources/desks and shop for the products which can provide the most value added to our clients' portfolios.
Our proprietary models coupled with our extensive research enable us to match our clients' financial needs and objectives to desirable solutions.
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"Be not afraid of growing slowly; be only afraid of standing still."
- Proverb
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