Alternative Investment Managers - ELF Capital Managment Charlottesville, VA

ELF Capital Management LLC is an independently owned and operated Wealth Management Firm
Using ETF's to Create Portfolio Diversification

Our management style represents a well rounded advisory choice for Individuals and their Families, Retirement Plans, Trustees and Small Endowments or Foundations.

In addition to managing investments and helping clients with their financial planning, we also offer
Accounting & Tax Preparation Services

Did you know that Registered Investment Advisors are required to provide investors with a disclosure brochure? Ours is available for you on our site. Click the link below to see it.
ELF CapM's Form ADV Part II
(Our investment clients receive an updated copy each year)

We Want to Understand Your Needs
Are you one who likes to improve your chances for success? If so, the more we understand about your needs, the better we can assess our ability to satisfy your investing goals. The link below reveals a copy of our fact finding questionnaire.
Investment Policy Questionnaire
It you're interested in having us manage your investments, this questionnaire will assist you in beginning the process.

What do our clients want?

Many of our clients either entrust us to manage their investments or hire us for accounting and tax services. Some have us do both. Our investment clients desire an investment manager who proactively manages their risks while reaching for returns. They want someone who they can talk to and who listens to their needs. And, our tax and planning clients desire timely attentive service that meets their broader needs.

How do we assure that experience?

Before we accept new clients into our fold, we take the time to find out if our interests are aligned with yours. If not, we'll happily refer you on to another more compatible service firm based upon what we've learned from our discussions.

We don't work with everybody we meet, just as some choose not to work with us. We believe that the best working relationships exist when there is something that connects us to you. We prefer to meet new clients through a referral from our clients, friends or business acquaintances. Yet, we treat all inquirers with the utmost dignity and respect and hope for the same in return. Let's see if we share a common interest or thread.

We limit accepting new customers to a manageable pace until we reach a point where having too many clients would be dilutive to our existing relationships. We do have capacity for new relationships, at present. If you like what you're reading, please feel free to contact us.

Our network of professionals are well credentialed and experienced. And, we use those backgrounds to your best benefit in friendly ways. Our blend of backgrounds should reflect why we may be uniquely qualified to work with you. Also, we realize that our clients bring a diversity of skills and backgrounds. We enjoy diversity in our relationships and treat each of our clients with great dignity and attentiveness. We are eager to learn from other's views.

Once you become a client, we'll go out of our way to work with you and your other advisors. We appreciate and fully respect any loyalties you may have with other professionals. In fact, we are always eager to establish new professional contacts. However, if you needs are so, we'll happily introduce you to advisors that may be missing from your mix.

We also provide assistance to our clients through providing CPA services in the areas of accounting and taxes. We blend our investment knowledge and broad experience to help clients report for partnerships, trusts or other alternative investments not particularly well understood by the traditional CPA community. We also enjoy assisting small professional service firms with their reporting and tax compliance needs. And, we work with individuals whose particular situation the needs and deisres to work with a CPA. We are looking to expand our services in this area and are seeking new relationships at present.