Investment decisions made by humans & driven by data

Elliott Asset Management (EAM) is a Boston-based independent investment advisory firm serving high net worth individuals. Led by its founder, Mark D. Elliott, EAM takes an eclectic approach to investing that combines the best of conventional and unconventional strategies.

Over the past ten years, if you had invested $10,000 with EAM, this is what you could have earned.

Disclaimer:PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. INVESTMENTS CAN LOSE VALE. Theoretical growth of $10,000 in EAM seed account using actual, audited performance results from November 2008 through April 2019 relative to S&P 500 index. The results do not include management fees which can range from 1%-2% of AUM, depending on the size of the account. Past performance is not an indication of future results. All figures are presented for illustrative purposes only and do not reflect an actual investment in any product. They do not reflect all performance risks, expenses or other charges associated with any actual investment. There is no guarantee that the investment strategies discussed herein will work under all market conditions and each investor should evaluate his or her ability to maintain any investment being considered in light of their investment time horizon. Investments are subject to risk, including possible loss of principal.

Business Owners

Don’t know the next step? We will get you there.

Professionals

Worked hard at putting money away while working? Why not make your money work hard for you?

Individuals

Spent a lifetime saving for your retirement and not sure what is next? We can help you.

Stop following the herd, because you don't know what else to do. We get it. We've been on the inside of the Wall Street Machine, and left because we believe you should be served differently.

Feel confident about your investment decisions

● Enjoy peace of mind, knowing you have multiple income streams, so that all your wealth isn’t tied up in your business.

● Relief, knowing the full impact of fees and taxes on your wealth (and working with a team who will plug those leaks to instantly boost your returns).

● Confidence that you have a team who has skin in the game right along with you.

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Book a Right Fit Call.

Choosing an investment advisor is an important decision. Be fully informed before deciding to partner with an advisor to build your financial future.

The Action Plan

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Step 1. Right Fit Call
Let us get to know you and what is important to you. Then, you can get to know us.
Step 2. Wealth Audit
Is your money in the right place? Do you have leaks in your plan in the form of unnecessary fees, taxes, or lost opportunities? Let’s find out.
Step 3. Wealth Management
Let’s find the best fit for your assets. You will have peace of mind knowing your wealth is growing safely and relief that you know the full impact of fees and taxes on your wealth ( and working with a team that can plug the leaks to instantly boost your returns). You will also know that your team has skin in the game right along with you.

Our results speak for themselves

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