Elite Portfolios

The firm uses a proprietary, rules-based tactical asset allocation process. It invests primarily in ETFs and mutual funds across global equity, fixed income, real estate, and commodity markets. The methodology emphasizes trend-following and momentum signals, aiming to reduce exposure during sustained market declines and re-enter during uptrends. This is in contrast to a traditional strategic buy-and-hold approach.

Founder and President John L. Lohr has been the central investment decision-maker since the firm's inception in 1994. Public filings identify him as the key person responsible for portfolio management and the day-to-day investment operations. The firm does not list a separate chief investment officer or investment committee, reflecting its boutique structure and concentrated leadership.

No. Elite Portfolios operates as a third-party strategist. It provides model portfolios to independent financial advisors, who then implement these strategies on behalf of their own clients through separately managed accounts. The firm does not have a direct-to-consumer wealth management business. Advisors using Elite Portfolios' models retain the client relationship.

While both provide pre-built ETF portfolios to advisors, Elite Portfolios is focused exclusively on active, tactical risk management rather than static risk-tolerance-based allocations. Its models are built to shift defensively according to market trends. The firm is not a turnkey asset management platform offering administrative services; it is purely an investment strategist providing the intellectual capital and model management.

Elite Portfolios typically charges a strategy fee based on assets under management in its model portfolios. This fee is separate from the platform costs charged by the custodian and the advisory fee charged by the independent financial advisor who implements the models. The firm's ADV filings detail its fee schedule for the various tactical strategies it offers.