Registered Investment Advisors

Virtually all facets of The Elements Financial Group’s (TEG’s) diversified financial services business have supported Registered Investment Advisors (RIAs) in enhancing the client experience and fostering business development through the delivery of progressive portfolio solutions.  Specifically, TEG’s Asset Management and Technology solutions provide RIAs with advice imbedded investment solutions targeting the forefront of investment needs today, including but not limited to dynamic, risk-based, and income oriented solutions.   Through a licensing agreement with ProTools, LLC, TEG utilizes customized cutting edge RiskProTM technology to empower RIAs with the tools that are essential in facilitating sound portfolio construction and risk budgeting through the implementation of separate accounts, mutual funds, and exchange traded funds within total household portfolios.

Financial Intermediaries

TEG provides customized portfolio solutions for a wide variety of financial intermediaries such as fund sponsors, custodians, broker dealers, and banks.   Financial Intermediaries are faced with a rapidly evolving competitive landscape and frequently look to TEG to provide unique asset allocation solutions that are tailored specifically to the needs of their existing client base and target market.   TEG’s asset management solutions combine institutional quality manager research, flexible portfolio construction applications, and a progressive 3-dimensional approach to volatility-based risk management.  These solutions deliver refreshing approaches to financial intermediaries who recognize the value of differentiation in facilitating business development in addition to customization for product proliferation.

Multi-Family Offices

TEG works with Multi-Family Offices to enhance the client experience and foster business development through the delivery of progressive portfolio solutions.  TEG’s Asset Management and Technology solutions can be integrated for Multi-Family Offices to develop or enhance existing dynamic, risk-based, and income oriented solutions.  TEG’s Asset Management solutions combine institutional quality manager research, flexible portfolio construction applications, and a progressive 3-dimensional approach to volatility-based risk management.  Through a licensing agreement with ProTools, LLC, TEG utilizes customized cutting edge RiskProTM technology to empower investors with the tools that are essential in facilitating sound portfolio construction and risk budgeting through the implementation of separate accounts, mutual funds, and exchange traded funds in total household portfolios.

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