Elite Capital Assets understands financial planning and financial markets. However, it is our thorough understanding of your goals, your assets, and your family’s needs that helps us tailor smart, understandable financial solutions for you.
We deliver tailored made plans for a broad spectrum of individuals, families, businesses, partnerships and anyone that needs to seek out a strategy that aligns with their long-term financial goals. We continually aim to generate an atmosphere of understanding where the processes and strategies are easy to follow and where investing, along with wealth strategy, easily fits within the client’s goals. We adopt the following principles as our philosophy and aim to continually improve our service:
Putting Clients First
We provide a high level of wealth and investment management services. We base our fees on a percentage of the assets in the portfolios we manage on your behalf and we only charge a small amount to cover fees when buying and selling stocks. We don’t hide any fees or commissions, everything is upfront. We are not bound by commissions or incentive based products that we offer our clients, this means we are free to be totally impartial in our advice concerning financial assets. As a result, we are not obliged to offer any specific investment product. We are in a uniquely qualified position that allows us to offer truly impartial financial advice. The principles we use to establish each recommendation are simple:
We choose the best route for the client to achieve their goals
By performing to the highest standards in a totally independent and transparent manner, Elite Capital Assets has received an enviable reputation for integrity, impartiality and fiduciary responsibility which brings with it the most important factor: The trust of our valued clients.
The most valuable investment we make is time: The time we spend listening to our client’s needs. The time we spend building worthwhile relationships with our clients, ensuring we are taking the financial steps necessary for them to achieve their goals. We have a resolute commitment to supply the best focused client service possible that meets with every client's individual wealth management needs. Everyone is different and our bespoke strategies reflect that.
We have a dedicated team of professionals that are able to help our clients in many ways. We are able to assist in integrating clients existing professional relationships with lawyers and accountants etc. to safeguard the client’s needs, ensuring collaboration as a team is maintained. Our continual focus is on ensuring our clients reach their objectives which in turn bring them long-term success while improving the quality of their lives.
Focused Research-Based Investment Strategy
Our strategy to investing is established through focused research carried out by our team of top industry analysts who are backed by a research team that has a global network. We structure portfolios to be diverse and across a broad range of asset classes which decreases risk while preserving expected returns. Our Strategy is based around the following principles:
• Markets process information extraordinarily effectively
• Having a diverse portfolio within and across asset classes is exceptionally important
• Strategically designed passive asset class fund portfolios that are expected to deliver over time: exceptional returns at specified levels of risk decided by the client’s risk tolerance
We Practice What We Preach
We are totally committed to the cause and invest our own assets using the exact same approach as we do with our client’s. We pursue the exact same investment strategy and use the same or similar securities that we actively recommend to our clients.