Investment Offerings

At the core of what we offer are the Elliott Cove Portfolios. These Portfolios were built by Elliott Cove Capital Management using index-like mutual funds whose potential returns are matched to specified risk profiles. We call this Disciplined Asset Allocation. Using these Portfolios, Elliott Cove enables investors to make investments that provide broad diversification and the possibility of superior returns with greater overall peace of mind.

Through Elliott Cove Insurance Agency, we offer annuity and other insurance products. These products complement the Elliott Cove Portfolios and the overall businesses of the financial institutions with which we partner.

In addition to investments, Elliott Cove offers retirement plans for small and community-based businesses, nonprofit organizations and professional firms. These plans range from basic SIMPLE plans to 401(k) and 403(b) plans, SEPS and cash balance pension plans.