ELITE embodies the Endowment approach:
Long-term, multi-asset, and mission-driven.
Endowment-style investing is more than an allocation framework — it’s a philosophy built around one simple idea:
Build & Deliver Better Portfolios.
ELITE Portfolios was founded to give investors enhanced benchmark performance in up markets while mitigating losses in down markets. This mission grew from dissatisfaction with the traditional “buy and hold” approach—popularized in the 1950s—that often leaves investors exposed to harsh drawdowns.
We believe that with enhanced product solutions, rigorous oversight, and modern technology, advisors can deliver smoother, more consistent outcomes for their clients.
Our Founding Story
Created by two former advisors, ELITE understands firsthand how quickly client expectations can shift—especially in volatile markets.
This practical perspective is matched with institutional expertise: our Investment Committee includes CFP® Certificants, CFA® and CAIA® Charterholders, and MBAs from leading institutions such as Oxford and Harvard.
Collectively, the team brings more than 200 years of experience and over $10 billion in asset management across hedge funds, mutual funds, ETFs, and high-net-worth private clients.
Our Difference
Rigorous Selection – Managers are chosen for their empirical track records, team pedigree, and operational stability.
Transparent Oversight – Ongoing monitoring and dynamic rebalancing keep portfolios aligned with evolving markets.
Alternative Access – SALTS™ semi-liquid sleeves provide differentiated strategies once reserved for institutions and UHNW clients.
Advisor-Centric Design – Products are plug-and-play, easily integrated with custodial platforms, and supported by clear reporting.
Our Team - Depth & Experience
Leadership Team
Greg Rutherford
Chairman of the Board of Directors
Dave Paulsen
CEO & Board Member
Greg Couch
Board Member
Max Meyers
Board Member
Investment Committee
Justin Balas,
President & Committee Chair
Dr. Ron Piccinini
Committee Member
Scott Wetherington, CFA
Committee Member
Steve Wruble, CFA
Committee Member