Asset Management

Element offers access to sophisticated wealth management solutions for clients by identifying and providing access to best-in-class managers and innovative investment strategies.



Services include:
  • Asset allocation
  • Asset ownership
  • Asset selection & implementation
    • Separately Managed Accounts
    • Private Placement
    • Alternative Investments
  • Performance and portfolio monitoring
  • Evaluation of portfolio tax strategies
  • Coordination with clients' other financial professionals (investment, legal, and accounting/tax professionals)
Other Practice Areas:
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This communication strictly intended for individuals residing in the states of AR,CA,CO,CT,DC,FL,GA,IN,MA,MD,NJ,NY,OH,OR,PA,PR,TN,TX,VA,VT,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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