Elk Hill Advisors, Inc.

Elk Hill Advisors, Inc. provides investment management and retirement plan consulting to individuals, trusts, estates, corporations, and pension and profit-sharing plans, overseeing roughly $100.6 million in client assets across approximately 217 client relationships. The firm delivers ongoing investment supervisory services and constructs individualized, globally diversified multi-asset portfolios that primarily use mutual funds, ETFs, and selected fixed income or individual securities.

The firm follows a Global Multi-Asset (GMA) approach that emphasizes strategic asset allocation and diversification as the principal driver of long-term performance, employing Allocation Master and Morningstar-based proprietary screening to select funds and ETFs. Portfolios may include a wide set of asset classes and alternative strategies — including REITs, commodities, precious metals, absolute-return strategies and managed futures — and the adviser applies active (tactical) asset allocation while typically maintaining relatively low turnover (about two to four portfolio changes per year).

Noteworthy for a firm of its size, Elk Hill supports a high number of client relationships relative to its adviser base, and it operates as a fee-only advisory that occasionally collaborates with an unaffiliated adviser on joint advisory and plan consulting engagements under disclosed fee-sharing arrangements. Investment oversight and account reviews are centralized with a senior reviewer responsible for monitoring, and the brochure discloses that recommended brokerage and custodial arrangements may affect trade execution and transaction costs.