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Company Name
Elite Wealth Management

  • Address
  • Kirland
  • Washington

Elite Wealth Management

Elite Wealth Management is a registered investment adviser headquartered in Kirkland, WA. Our mission at Elite Wealth Management is twofold: to provide our clients with financial guidance based on their values and priorities, and to provide them the peace of mind and confidence to pursue their financial future – no matter what the markets or life may bring. Our capabilities are fully aligned to providing the best possible client service and communication along the way. We have extensive experience managing the wealth of high net worth individuals and institutions, and are committed to delivering insightful, informed advice to help our clients achieve their financial goals.

Investment portfolios

Dynamic Option Strategy targets capital appreciation along with income generation by strategically selling options on the broad market index and large cap stocks.  We seek to generate positive portfolio cash flow through careful risk management in all market environments.

Strategy
Options
Sharpe ratio
3.26 365 days
Performance
14.5% 365 days
Risk score
Fees
  • 1.25% fee
  • $140,000 min

The strategy uses technical trading indicators to actively trade the SPDR S&P 500 (SPY) and the ProShares Short S&P 500 (SH). The strategy is appropriate for investors that are looking to sidestep market downturns, while still participating in the upside.

Strategy
ETFs / Funds
Sharpe ratio
1.74 365 days
Performance
13.8% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 min

Portfolio commentary

  1. Profile Picture Why we’re still market bears May 24, 2016

    The earnings recession continues to weigh on stocks

  2. Profile Picture Why our 2016 outlook still remains bearish March 23, 2016
  3. Profile Picture China, oil and earnings = stock correction January 13, 2016
  4. Profile Picture Dark clouds hover over the stock market December 10, 2015
  5. Profile Picture Behind Janet Yellen’s slow walk on rate hikes November 11, 2015
Show more

Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.