# Elite Portfolios

Elite Portfolios is a RIA based in Novato, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Novato, United States
- **Region:** North America
- **Address:** Novato, CA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** eliteportfolios.com
- **LinkedIn:** https://www.linkedin.com/company/elite-portfolios

## About

Expertise-Driven Investment Strategies for Stability and Growth | ELITE Portfolios focuses on providing enhanced benchmark performance in rising markets while mitigating losses in downturns. Founded by two former advisors and institutional investment managers, the team includes CFP, CFA, and CAIA charter holders, with over 200 years of combined industry experience and management of over $10 billion in assets.

## People

- John L. Lohr — Founder & President

## Questions

### How does Elite Portfolios construct its investment models?

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.

### Who makes the investment decisions at Elite Portfolios?

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.

### Does Elite Portfolios manage assets directly for individual retail investors?

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.

### What sets Elite Portfolios apart from a standard robo-advisor or TAMP?

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.

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- [EdCast](https://altss.com/profile/edcast-inc)
- [Emerging Oaks Capital](https://altss.com/profile/emerging-oaks-capital-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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