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.