One size does not fit all. Similarly, not all investments fit all investors. At Elliott & Associates, we apply a client-focused investment approach – each portfolio is unique, reflective of each client’s risk tolerance, cash flow needs, and investment goals.

Portfolio managers develop investment philosophies that are built on academic backgrounds, professional training, and real world experience. Broadly defined, E&A philosophies include fundamental analysis, portfolio diversification, fully invested portfolios, and a long-term focus. Within that context we customize the specific management of each portfolio depending on each client’s unique set of circumstances. In contrast, investment-focused approaches make investment decisions first then apply each decision uniformly to virtually every client portfolio. This is known as a model portfolio approach. Although client accounts are separately maintained, the same investment decisions are made for each one, like a mutual fund. Elliott & Associates crafts each client a unique personal fund, rather than a mutual fund. The first customizing element is asset allocation:

Elliott & Associates manages portfolios using a combination of fixed income and equity securities. Building portfolios with individual stocks and bonds allows us to firmly control risk level and diversification.