An effective investment strategy must be custom tailored to each client. We work with clients to analyze their current situation, develop goals, and create a strategy with which to achieve their financial goals. With a plan in place, we monitor and adjust for personal and market conditions.
At The Elliott Group, we are incredibly proud that Financial Advisor, Patrick Elliott, is a recipient of the following prestigious awards:
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
October 23, 2017
The Donor Advised Fund
Social Security At-a-glance
September 4, 2019