Portfolio Managers • Advisers • Financial Planners

Phone:
972-437-8960
972-203-7439

 

 

 

 

 

 

 

You are unique, one of a kind.

Your investment strategy should be too.

 

 

 

 

 

 

 

 

 

 

TEXAS ELITE ADVISORY, LLC< | 101 PARK BOULEVARD, SUITE 600 | PLANO, TEXAS 75074 | 972-437-8960

© COPYRIGHT 2017. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Texas Elite Advisory, LLC, a State of Texas Registered Investment Advisor. For a complete description of investment risks, fees and services, review the Texas Elite Advisory, LLC firm brochure (ADV Part 2A) which is available via the web link on this site.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto. Registration does not imply a certain level of skill or training.

 

 

 

 

 

 

 

 

Placing our clients' interests ahead of our interests is a core principle at Texas Elite Advisory.

 

Our philosophy stands in sharp contrast to the big Wall Street firms and their duly-registered “advisers.” Many of these industry players place their own interest ahead of their clients’ interest. Their actions are rooted in a culture that is filled with conflict of interest and self-serving motives. As a Registered Investment Advisory (RIA), TEA has a fiduciary duty to our clients. As such, we are required to place our clients’ interests ahead of our own. And, our “fee-only” business model eliminates the bias that come with commissions.

In addition our principals invest a significant portion of their personal liquid capital in our core equity investment strategy – the Elite Relative Value Strategy. Our objective is to grow and protect our clients' assets, just as we do our own.

If you are interested in a different kind of advisor relationship contact us. The first step is simply getting acquainted. And, that usually consists of no more than a 10 minute get acquainted phone call with Robb or Vern.

 

 


 

CLICK HERE FOR ADV BROCHURE (PDF) | CLICK HERE FOR PRIVACY NOTICE (PDF)

 

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD, SUITE 600 | PLANO, TEXAS 75074 | 972-437-8960

© COPYRIGHT 2017. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Texas Elite Advisory, LLC, a State of Texas Registered Investment Advisor. For a complete description of investment risks, fees and services, review the Texas Elite Advisory, LLC firm brochure (ADV Part 2A) which is available via the web link on this site.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto. Registration does not imply a certain level of skill or training.

 

 

 

 

 

In the short run, the market is a voting machine, but in the long run it is a weighing machine (Benjamin Graham)

We don’t claim any amazing new insights that will make our clients rich overnight. Rather, we diligently apply well-known principles that require hard work and patience. Our core investment strategy, the Elite Relative Value Strategy, is based on the teachings of Benjamin Graham, Warren Buffett’s college instructor, friend and business partner. Graham is well known as the “father” of value investing.

Our approach to assisting clients with asset allocation is also based on Graham’s teachings. For most clients, we have found that the defensive investment policy which Graham articulates in The Intelligent Investor makes good sense:

Hence, after this foreshortened discussion of the major considerations, we once again enunciate the same basic compromise policy for defensive investors— namely that at all times they have a significant part of their funds in bond-type holdings and a significant part also in equities. It is still true that they may choose between maintaining a simple 50– 50 division between the two components or a ratio, dependent on their judgment, varying between a minimum of 25% and a maximum of 75% of either.

- Graham, Benjamin; Jason Zweig. The Intelligent Investor, Rev. Ed (pp. 26-27). Harper Collins, Inc.. Kindle Edition.

We ask our clients, and those considering our services, to complete a free risk analysis survey so that we may properly apply this policy to their unique circumstances. The following button provides access to our risk analysis software. Completing our risk analysis survey typically takes no more than 10 minutes.

 

 

 

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD, SUITE 600 | PLANO, TEXAS 75074 | 972-437-8960

© COPYRIGHT 2017. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Texas Elite Advisory, LLC, a State of Texas Registered Investment Advisor. For a complete description of investment risks, fees and services, review the Texas Elite Advisory, LLC firm brochure (ADV Part 2A) which is available via the web link on this site.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto. Registration does not imply a certain level of skill or training.

 

 

 

 

 

 

Who We Are

Vern Bell, President & Investment Advisor Representative

Vern Bell
President and Associate Portfolio Manager

Holder of a MBA and BSMT from Amberton University, Vern entered financial services in 2001 and has gained the in-depth knowledge of financial issues that comes from over 15 years of experience guiding clients towards their financial goals.

Robb Rothrock
Investment Advisor Representative

With better than 20 years of business, investment and management experience and a BBA in Finance and Financial Management from UTA, Robb brings a wealth of knowledge and experience in the financial services industry to TEA.

Daniel Dower
Chief Portfolio Manager

Daniel has a B.S. Business Management from UTD, a MBA from SMU – Cox School of Business and better than 20 years of investment and portfolio management experience. Daniel created and manages the Elite Relative Value Strategy.

Daniel freely shares his wealth of investment knowledge through his free eBook – Understanding Investments a Few Minutes at a time. To learn more about Daniel's book click the button below:


 

 

 

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD, SUITE 600 | PLANO, TEXAS 75074 | 972-437-8960

© COPYRIGHT 2017. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Texas Elite Advisory, LLC, a State of Texas Registered Investment Advisor. For a complete description of investment risks, fees and services, review the Texas Elite Advisory, LLC firm brochure (ADV Part 2A) which is available via the web link on this site.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto. Registration does not imply a certain level of skill or training.

 

 

 

 

 

Get the Latest Newsletters

Our newsletter was designed to keep our clients, business associates and friends up to date both with respect to the major happenings related to investing and economics, and with respect to TEA specific changes and events. Each month we will include a discussion of major issues related to fiscal policy and trends in the financial services industry (Macro Overview), equities and bonds (Equity Overview and Fixed Income Update) and political issues that may well impact investments. Starting with the April 2017 issue we have reserved the last page of our Newsletter for Investor Education.

The following index reflects significant TEA specific content month by month. Click on the month below to retrieve the full issue.

January 2017 Changes at Texas Elite Advisory
February 2017 Elite Relative Value Strategy vs. Market Timing
March 2017 Revised and Improved Web Site
April 2017 Investor Education, Warren Buffett and the Superinvestors
May 2017 Clients’ and Friends’ Upates and Account Reviews
June 2017 Elite Relative Value Investment Strategy Examination & GIPS Project
July 2017 Investor Education, Shareholder-Friendly Management - Part 1 of 2
August 2017 Investor Education, Shareholder-Friendly Management - Part 2 of 2
September 2017 Hurricane Harvey is Estimated to cost over $75 Billion in losses.
October 2017 Historically Bad September Pulls Through
November 2017 Clients' and Friends


You can also subscribe to our newsletter and have the newsletters sent straight to your email, as they are released. If that's something you'd like, you can do so by clicking the button below:

 

* All newsletters are in PDF format. If you are unable to view the newsletter(s), you can download Adobe Acrobat Reader for free here.

 

 

 

 

 

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD, SUITE 600 | PLANO, TEXAS 75074 | 972-203-7439

 

 

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD, SUITE 600 | PLANO, TEXAS 75074 | 972-437-8960

© COPYRIGHT 2017. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Texas Elite Advisory, LLC, a State of Texas Registered Investment Advisor. For a complete description of investment risks, fees and services, review the Texas Elite Advisory, LLC firm brochure (ADV Part 2A) which is available via the web link on this site.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto. Registration does not imply a certain level of skill or training.

 

 

 

 

 

We are here to serve you.

Contact us here anytime or feel free to give us a call.

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TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD, SUITE 600 | PLANO, TEXAS 75074 | 972-437-8960

© COPYRIGHT 2017. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Texas Elite Advisory, LLC, a State of Texas Registered Investment Advisor. For a complete description of investment risks, fees and services, review the Texas Elite Advisory, LLC firm brochure (ADV Part 2A) which is available via the web link on this site.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto. Registration does not imply a certain level of skill or training.