Investing to Support Your Goals

Elevage Partners provides independent, unbiased investment management and advice that’s tailored to your specific financial goals.

We believe that determining how much you should invest for the long term is the single biggest decision we can help you make. It’s why we Plan First, Then Invest™.

Wealth Management

Having a professional manage your investments is important: Studies have shown that do-it-yourself investors often make the wrong moves at precisely the wrong times, harming their portfolio performance by buying high and selling low.

As financial coaches, we put our experience to work for you and help take the emotion out of investing.

One of our main roles as advisors is to protect your hard-earned money and ensure that you remain properly invested through all market cycles. So we take a patient, long-term approach.

Our proprietary investment strategy is dynamic, multi-pronged and designed to meet specific client needs and goals – all while using low-cost investments such as exchange-traded funds.

Above all, the strategy is flexible. And it’s definitely not one-size fits all. We use three approaches to align your portfolio with your financial plan:

  • Liquidity Portfolio: Designed to maintain the buying power of your money by keeping pace with inflation.
  • Value Portfolio: A value-oriented buy-and-hold approach.
  • Growth Portfolio: A relative-strength strategy.   

By blending these investments, and making regular adjustments, we can tailor an overall portfolio that’s right for you and for the current investment landscape.

We’re On Your Side

At Elevage Partners, we don’t accept commissions. As a Registered Investment Advisor we are a fiduciary committed to serving your best interests. The only compensation we receive for our investment management is from you – which means we answer only to you.

Plus, our firm is built around the principle of alignment of interests. We select and manage your investments exactly the same way we select and manage our own. In other words, we eat our own cooking.

Elevage Partners can handle all of your investments, whether it’s your workplace retirement plan, a college savings plan or an account held at one of our preferred custodians. And as an independent firm, we’re able to choose investment products and services from a full range of companies.