| | When planning for retirement or other life goals, it is important to invest a part of your assets into a mix of stocks, bonds and real estate investments. However, when selecting an advisor and then choosing among the universe of mutual funds, individual stocks (large cap, small cap, international, domestic, value, and growth), bonds, and real estate trusts, the decision can become overwhelming. Then layer on top of this decision an unpredictable market and concerns that your broker or advisor may have a vested interest in the recommendations that they prepare for you. That is why you need the Elliott Cove approach to investment management.
At Elliott Cove Capital Management, we care about you and your needs. We work with you to understand your individual situation. - What has been your investment experience?
- What are your investing goals?
- What is your time horizon for these goals?
- The markets move up and down. What is your risk tolerance?
- What about taxes and fees, which ultimately affect your returns?
We
are not brokers. Our goal is to provide you with valuable advice and a properly diversified portfolio composed of index-like mutual funds for your needs.
Elliott Cove Capital Management strives to provide above average returns with below average risk through our Disciplined Asset Allocation approach. Through this approach, portfolios are constructed using highly efficient index funds that provide broad diversification and the possibility for superior returns. Disciplined Asset Allocation provides the opportunity for greater stability within your portfolio, as well as lower costs, attractive long term results and greater overall peace of mind.
Key Benefits - Focus on Your Needs, Not Ours - At Elliott Cove we are not trying to sell you any particular stocks, bonds, or mutual funds. We care about constructing portfolios that have the potential for significant growth along with your risk tolerance.
- Intelligent, Disciplined Asset Allocation - A system of combining different index fund asset classes into a balanced, diversified managed portfolio. The goal is to provide you with above average returns with below average risk.
- Keeping Aligned With Your Needs - Your needs and desires will change over time - you approach retirement, pass a life milestone (such as marriage or a birth of a child), or have unexpected financial changes. We will work with you to realign your portfolio with no additional fees and with complete objectivity.
- Ongoing Investment Management - We provide ongoing monitoring of your portfolio and make appropriate changes to keep it in line with your investment goal. We do this automatically and at no additional cost.
Our Portfolios | | 
| | Account Access for Individuals with an Elliott Cove Custodial Account or IRA. Click on the link below.
Trust Company Of America
Account Access for Employees with an Elliott Cove 401(k) account at TRUST COMPANY OF AMERICA. Click on the link below. Trust Company Of America Account Access for Employees with an Elliott Cove 401(k) account at BENEFITSTREET. Click on the link below.
BenefitStreet |
