You’re Working to Secure Your Financial Future. So Are We.

Wealth management, also known as asset management, is the process of preserving and growing your assets. At Elios Financial, your assets are more than transactions. They represent your hard work and your future lifestyle. We believe strongly in educating you along the way, so you have all the information you need to make comfortable, confident decisions.

 

An independent approach designed to provide flexible and objective wealth management recommendations

When acting in an advisory capacity, Elios Financial serves as a fiduciary and is required to provide advice in our clients’ best interests. The benefits to you are numerous and include:

Your portfolio is built with a global and diversified perspective:

  • Our open architecture platform allows access to a broad range of investment options.
  • Diversification seeks to help manage risk and volatility over time, though it does not guarantee improved performance or prevent loss.
  • Your account is reviewed consistently using our disciplined process.
  • Research produced from both internal proprietary models and external independent resources is incorporated into your strategic and tactical asset allocation.

Enjoy the Elios Wealth Management Investment Process

Step 1. Investment Strategy – Strategic asset allocation and tactical asset allocation

Step 2. Investment Universe Quality Screen

  • Individual equities and ETF’s
  • No load and institutional funds universe
  • Alternative strategies including real estate investment trusts (REITs)
  • Asset class and security risk and return analysis

Step 3. Security Selection Process

  • Sector allocation, growth, and value
  • Style weightings, valuation, relative, and historical performance
  • Liquidity, expense ratio, fees, and costs.

Step 4. Monitor and Rebalance

Sleep at Night With Asset Management Geared Toward Your Risk Tolerance

As an Elios Financial client, you’ll want to know your risk tolerance. The ultimate success of your asset management is determined by its ability to leverage opportunities in line with your time, spending and risk profile.  

Without knowing your risk tolerance, your wealth management might increase your stress, cause undo worry, and make you feel unsafe. This is the opposite of what we want for your financial planning experience.

That’s why we’ve partnered with leading financial technology company called Nitrogen to capture a quantitative measurement of your risk tolerance. Built on a framework that won the Nobel Prize for Economics in 2002, Nitrogen helps tell us how you’ll react to changes in the marketplace.

Your investment recommendations will then consider your results to build your customized portfolio. Designed to help you make more informed and confident decisions.