The Elite Narrative

From the start we have worked exclusively with credit unions, which we believe puts us in pole position to best serve you.


Our knowledge of GAAP and the regulatory landscape is extensive, and our investment philosophy is aligned with the needs of credit unions. We offer diversified, risk-managed portfolios that are built on rigorous, independent research and a disciplined investment process. We believe that successful money management is rooted in the basic principles of portfolio transparency, high-quality securities, simplicity, and minimizing downside risk.

If you haven’t heard of Elite Capital, it’s because our focus from day one has been on service, not sales. We work with a select group of credit unions across the country and serve those clients at a consistently high level. If you’d like to learn more about us and talk about how your credit union can benefit by becoming a member of the Elite Capital family, then please give us a call.