Portfolio Managers • Advisers • Financial Planners

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

 

 

 

 

 

 

 

 

Elite Relative Value Strategy

 

Important Notice

The investment strategy discussed herein consists of a highly concentrated portfolio of equity positions. Accounts managed to this strategy are traded at the portfolio managers’ discretion. This strategy is not suitable for all investors. Investors are cautioned to read this document thoroughly and consult with their financial advisor before investing.

 

 

 

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.