Keith L. Eliou, CFP

The firm primarily focuses on pooled vehicles and institutional accounts, providing portfolio management and retirement plan services alongside financial planning and consulting. It also conducts educational seminars and can introduce clients to or sponsor third‑party money managers and custodial platforms.

Investment implementation uses an open‑architecture model that relies on third‑party custodians and turnkey money‑manager arrangements; the adviser selects TPMMs, may delegate discretionary authority to them, and acts as the liaison between clients and those managers. The firm employs multiple methods of analysis (including fundamental, quantitative and technical) and a range of strategies (strategic and tactical allocations, income-oriented and absolute‑return approaches), with account reviews at least annually.

What distinguishes the firm from many institutional-focused managers is the principal’s concurrent professional activities: the adviser also practices law and engages in insurance, mortgage and real‑estate brokerage businesses. Those additional roles mean the firm may transact or receive compensation in commissionable insurance or real‑estate matters, maintain solicitor relationships with TPMMs, and provide ERISA‑related pension consulting and other adviser selection services—arrangements that are less common among peers that primarily manage pooled or institutional assets.