About Us
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About Us
As an investment advisory firm, we provide private wealth
management services to institutions and affluent individuals,
assist in the asset allocation of a portfolio of securities, and to find
the best managers to invest each portion of the chosen allocation.
We operate like a private boutique investment club. We do not
advertise in any public media or newspapers. New clients are
referred by existing clients, or get to know us by invitation to our
private seminars.
Most of all, Elite Wealth Partners offers a unique combination of
technology, objectivity, performance, and commitment to service,
by delivering the following:
True Objectivity
We are built with the mission to provide investment services to the
growing but underserved Asian and Asia-American community in
Southern California, Taiwan, and China.
Independence
Two keys to successful investment consulting are independence
and expertise. Elite Wealth Partners is not associated with any
larger organization that has investment products it offers to its
clients. We restrict our compensations to the fees received from
you, refusing compensation from any investment bankers or
brokerage firms we recommend to our clients. In other words,
there is absolutely no conflict of interests between EWP and you.
Value Added
Our volume and relation of business allow us to negotiate
reduced management fees and transaction costs with most of our
selected managers and custodians, and we pass these savings
along to you. In addition, the extraordinary wealth of our client base
gives us intimate access to what we believe are some of the top
independent financial, tax and legal professionals.
Technological Expertise
In addition to the comprehensive computer-generated investment
reports, we are an early adopter and creator of new technology.
Our strong technological background and expertise enable us to
apply the leading-edge technology to deliver bottom-line value to
our clients.
As an investment advisory firm, we provide private wealth
management services to institutions and affluent individuals,
assist in the asset allocation of a portfolio of securities, and to find
the best managers to invest each portion of the chosen allocation.
We operate like a private boutique investment club. We do not
advertise in any public media or newspapers. New clients are
referred by existing clients, or get to know us by invitation to our
private seminars.
Most of all, Elite Wealth Partners offers a unique combination of
technology, objectivity, performance, and commitment to service,
by delivering the following:
True Objectivity
We are built with the mission to provide investment services to the
growing but underserved Asian and Asia-American community in
Southern California, Taiwan, and China.
Independence
Two keys to successful investment consulting are independence
and expertise. Elite Wealth Partners is not associated with any
larger organization that has investment products it offers to its
clients. We restrict our compensations to the fees received from
you, refusing compensation from any investment bankers or
brokerage firms we recommend to our clients. In other words,
there is absolutely no conflict of interests between EWP and you.
Value Added
Our volume and relation of business allow us to negotiate
reduced management fees and transaction costs with most of our
selected managers and custodians, and we pass these savings
along to you. In addition, the extraordinary wealth of our client base
gives us intimate access to what we believe are some of the top
independent financial, tax and legal professionals.
Technological Expertise
In addition to the comprehensive computer-generated investment
reports, we are an early adopter and creator of new technology.
Our strong technological background and expertise enable us to
apply the leading-edge technology to deliver bottom-line value to
our clients.