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 7 client portfolios take into account varying client risk tolerances and time horizons.
We offer our investment portfolios through a wide range of financial institution partners. By providing investment management jointly with our partners, clients receive portfolios combined with personalized service. Our partners develop an on-going revenue stream, while bringing additional financial opportunities 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.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.