Elevate Capital Advisors

Chief Investment Officer Shane Fleury, CFA, has the lead on portfolio strategy and authors the firm’s monthly market commentary and podcast. CEO Ken Armstrong and investment adviser Kyle Lottman, CFA, CMT, CPA, round out the team, with Armstrong bringing designation expertise in planning and Lottman adding credentials in technical analysis and accounting.

The firm starts by calculating a client’s “Family Index” — the minimum rate of return needed to achieve their goals — and budgets risk around that number. Portfolios are built from a screened universe of capital-efficient global stocks, with fundamental analysis used to determine fair price and technical analysis used for entry timing. Risk management relies on trailing stop-losses and position sizing dictated by downside tolerance rather than upside potential.

The firm’s website lists venture capital, private equity, and crypto among its capabilities, but all publicly described investing centers on a disciplined public-equities process. No specific private fund commitments or direct private company holdings are disclosed. The $500,000 stated minimum applies to traditional portfolio management; it is unclear whether private allocations require a higher qualification.