Institutional Insights. Personalized Precision.
Overview
ELITE Smart Portfolios combine institutional-grade research with a highly customized, risk-managed approach—giving advisors the tools to deliver both performance potential and downside protection. Anchored by State Street Global Advisors’ quarterly capital market assumptions, each portfolio is dynamically rebalanced by ELITE’s Investment Committee to reflect evolving market conditions and opportunities.
What Sets SMART Apart
Active Manager Integration - Incorporates select active long-only managers for targeted equity and fixed-income exposures.
Alternative Diversification - Utilizes ELITE’s proprietary SALTS™ sleeves, blending private credit, private real estate, private equity, and opportunistic hedged strategies for expanded return sources and volatility control.
Precision Risk Targeting - Available across maximum drawdown thresholds from 5% to 25%, allowing precise alignment to client risk tolerance.
Key Benefits for Advisors
Dynamic Risk Management – Continuous oversight by ELITE’s Investment Committee ensures portfolios remain aligned with market conditions.
Broader Opportunity Set – Goes beyond ETFs to include active management and alternatives, improving diversification and alpha potential.
Client-Centric Customization – Sector tilts, asset class tilts, and alternative sleeves allow for nuanced client alignment without building fully bespoke portfolios.
Operational Ease – Seamlessly integrates with custodial platforms, offering consolidated reporting and efficient implementation.
Ideal Client Fit
SMART Portfolios are designed for clients who want more than a simple ETF allocation but don’t require full HNW-level customization. They’re ideal for:
Mass affluent and emerging high-net-worth investors
Clients seeking alternative exposure without illiquidity risk
Investors who value a disciplined, risk-managed core with targeted enhancements