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Please forward this error screen to 72. Please forward this error screen to sharedip-19218620940. Offering institutional money management along with unrivaled investment accounting and reporting services to credit unions. Confidence Our clients trust our investment process and decision making framework because we’ve provided exemplary risk-adjusted returns in even the most uncertain of environments.
We have decades of real-life experience to draw upon, not just academia. Our investment accounting and reporting capabilities are unlike any other and feature unparalleled risk transparency, pin-point accuracy, and automated period-end processes including GL entries and 5300 reporting. Exchange Commission and held to the fiduciary standard of the Investment Advisors Act of 1940, Elite considers best-in-class reporting, risk transparency, and investment accounting technology to be equally as important as performance. We expertly balance capital preservation with yield seeking strategies that allow our clients to enjoy returns that are significantly higher than what their core operations or traditional investments provide. We use these higher returns to offset employee benefit costs, fund deferred compensation arrangements, or provide dollars to charitable organizations. Our reporting capabilities are, in a word, special. This with razor-sharp accuracy, risk transparency, and automated period-end processes including GL entries and 5300 reporting.
Stated plainly, we provide institutional money management combined with institutional reporting. Don’t just take our word for it. Contact us today and we would be happy to arrange a discussion between you and any of our clients. Don’t accept mediocrity for another minute.
2018 Elite Capital Management Group, LLC. Robert Mortimer is responsible for marketing and raising capital from family offices globally. Mortimer attended New York University and the Venture Capital Program of the Haas Business School at the University of California. Cheryl Rogers is responsible for marketing to and raising capital from institutions and family offices in the Mid-Atlantic and Southeast regions of the U.