Elliott Cove is comprised of two divisions, a registered investment adviser, and a licensed insurance agency. Together we offer investment portfolios, annuities and other insurance products for individual investors, and retirement plans for community businesses, professional firms and nonprofit organizations.
Founded by a team of veteran bankers and economists, Elliott Cove Capital Management’s client portfolios are constructed using highly efficient index-like funds in a process termed Disciplined Asset Allocation. Through this process, we construct index-based portfolios that combine several asset classes working together to produce investments with superior risk/return characteristics, lower costs, and greater peace of mind. Our investment philosophy rests on the premise of efficient markets and the goal of capturing these efficiencies for the benefit of our clients.
We offer our investment portfolios through a wide range of financial institution partners. By providing investment management jointly with our partners, clients receive high quality portfolios combined with personalized service. Our partners develop an on-going revenue stream, while bringing significant financial value to their clients.
Elliott Cove works with a number of highly-rated life insurance companies to offer competitively priced annuity and other insurance products. The annuities may be tax-advantaged and offer rates that compare favorably with other shorter-term options.