Elite Wealth Strategies is a comprehensive investment program created exclusively for our clients by Union Securities and our partners in portfolio management.
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Investment Services : Elite Wealth Strategies
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About the Program
Launched in December 2009, Elite Wealth Strategies is a comprehensive investment program created exclusively for high net worth clients by Union Securities Limited and our partners in portfolio management. It provides a unique approach to helping our clients achieve their investment goals - building confidence in making sound investment decisions with the knowledge that they are on the right path towards a secure financial future.
The Elite Wealth Strategies Program offers:
- Creative, flexible, and personalized investment solutions.
- A simpler, interactive way to manage your investments, using our expertise.
- Our proven commitment to a quality program and client service excellence.
- Advice you can trust - based on knowledge, a desire to understand and manage your investment goals, and our commitment to delivering effective solutions.
Elite Wealth Strategies is a Multi-Manager, Multi-Style, fee-based program that provides our clients with their choice of the following 2 approaches:
Discretionary Portfolio Management whereby investment guidance is provided by external Portfolio Management firms. This enables the client to be removed from the day-to-day decision making process;
OR
A Non-Discretionary, structured investment program where the client and Investment Advisor work together to decide on the optimal investment approach.
Click on the links below to learn more about specific Elite Wealth Strategies programs:
Hybrid Investment Program
Tandem Investment Program
Advisor Account
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