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Our Firm | The Elements Financial Group
http://tegadvisor.com/our-firm
Solutions Based Financial Services Organization. What does it mean to be a solution’s based financial services organization? To be a solution’s based financial services organization requires an in depth understanding of the challenges faced by investors along with financial professionals and institutions. From there, it mandates not only the capability to solve some the most difficult financial problems, but then to deliver custom solutions to meet the specific needs of clients. Newport Beach, CA 92663.
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Meet Our Executive Team | The Elements Financial Group
http://tegadvisor.com/meet-our-executive-team
Meet Our Executive Team. Nick Scalzo ChFC, CLU. Prior to joining The Elements Financial Group in May 2008, Jeff Olsen served as Regional V.P. with John Hancock Wood Logan. Over his nearly 15 year career at John Hancock his roles included management of internal sales and marketing for the Western U.S. as well as wholesaling mutual funds, variable annuities and separately managed accounts. He is a past recipient of the Outstanding Sales Achievement Award. Richard R. Lavin. The Elements Financial Group.
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Board of Directors | The Elements Financial Group
http://tegadvisor.com/board-of-directors
Lawrence E. Davanzo. Former President of Wilshire Associates. Mr Davanzo left Wilshire Associates in 1991 to form Asset Strategy Consulting. In 2000, Asset Strategy merged to form InvestorForce, an Internet technology platform serving institutional investors. Mr Davanzo began his career at Endowment Management and Research, the investment arm of Yale University. Mr Davanzo earned both his BA and Master of Finance at the University of Wisconsin. A Scott Logan, JD, LLM, CFP. Mr Logan is a graduate of the U...
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Institutional Platform Services | The Elements Financial Group
http://tegadvisor.com/institutional-platform-services
Market Movement Solutions was built by a team of highly experienced industry professionals with one goal in mind to keep Advisors on the forefront of industry trends and help redefine the Advisor-Client experience. The platform itself is portable and licensed for use through:. The Elements Financial Group. 2077 West Pacific Coast Highway. Newport Beach, CA 92663. 2013 The Elements Financial Group. Powered by SqueekPress.
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Analytics | The Elements Financial Group
http://tegadvisor.com/analytics
Is the world’s first virtual strategist. Designed by financial advisors and built by econometricians, this revolutionary risk-profiling and portfolio construction system allows advisors to blend custom combinations of funds, ETF’s and SMA’s*, while:. Setting clear advisor-client expectations throughout the investment process. Targeting the client’s loss threshold within a 98% probability. Determining the client’s specific risk budget, as measured in volatility. Available for custom versions of.
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Investment Solutions | The Elements Financial Group
http://tegadvisor.com/investment-solutions
The Elements Financial Group (TEG) partnered with AdvisorShares to deliver ProSeries Portfolios within exchanged traded funds (ETF’s). Actively managed ETF’s provide efficiency, liquidity and daily transparency, while still offering the active management that has historically only been available with traditional mutual funds. Http:/ epro.advisorshares.com. Http:/ www.advisorshares.com/fund/ypro. The Elements Financial Group. 2077 West Pacific Coast Highway. Newport Beach, CA 92663.
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Our Clients | The Elements Financial Group
http://tegadvisor.com/our-clients
Technology to empower RIAs with the tools that are essential in facilitating sound portfolio construction and risk budgeting through the implementation of separate accounts, mutual funds, and exchange traded funds within total household portfolios. Technology to empower investors with the tools that are essential in facilitating sound portfolio construction and risk budgeting through the implementation of separate accounts, mutual funds, and exchange traded funds in total household portfolios.
