Elle Investment Group LLC

The firm serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and pooled investment vehicles, managing roughly $14.9 million across about 80 client accounts as a single‑advisor independent adviser. It provides ongoing investment supervisory services, including preparation of individualized Investment Policy Statements, portfolio construction, implementation, and monitoring, and may direct clients to third‑party advisers or act as a subadviser for other advisers.

Investment management is generally discretionary and oriented toward long‑term trading, with asset allocation, security selection, and risk‑tolerance documented in each client’s Investment Policy Statement. The firm employs a mix of charting, fundamental, technical, and cyclical analysis in constructing portfolios and provides periodic reviews and quarterly custodial reporting to clients.

Noteworthy distinctions include the principal’s multiple outside business activities — registration as a broker‑dealer representative and insurance agent, ownership of several small businesses and rental properties, and nonprofit board service — and the firm’s practice of receiving commissions and fee‑shares from third‑party managers. The combination of subadviser arrangements, required custodian direction, and outside compensation sources creates potential conflicts of interest that the firm discloses and says it manages.