With a team of over 40 years of combined experience, Elevenheimer was founded in New York City with the vision of providing a highly personalized and focused approach to investment management. Elevenheimer is a Registered Investment Advisor (RIA) with the State of New York and California, under the U.S. Securities Exchange Commission (SEC) Investment Adviser Act of 1940, as amended; and has just under $200M of Assets Under Management (AUM). We are a privately held global investment management and advisory firm that specializes in discretionary, custom and Separately Managed Accounts (SMA) portfolios.
Not only does our team have the experience and credentials to help our clients reach our goals, but we also have a commitment to providing the highest quality service. Most important we work with our clients as if they were family members, building relationships based on trust and the highest integrity.
As value-driven investment managers, we essentially employ the bottom-up strategy. Our investment selections are based on proprietary qualitative research and quantitative analysis of intrinsic value. We seek to buy investments below and sell above the value of their net assets or at a fair multiple of their cash flows.
But we do not restrict ourselves to low-multiple stocks, we believe that fast-growing companies can be mispriced too. We sometimes adopt a contrarian bias, preferring investments that are out-of-favor or underfollowed. When appropriate, we utilize a diversified set of strategies that dampen the effects of volatile markets to hedge, add a level of protection and seek to mitigate downside loss potential in portfolios.
The people of Elevenheimer are proud to contribute to society in a wide variety of ways and the firm is committed to providing opportunities for them to give back to communities. We offer volunteer opportunities and resources, and match eligible employee donations to charitable causes.
We also believe in financial literacy for all. In addition to our investment management and advisory process, we allocate extra time to educate our clients and communities around us on other aspects of financial literacy and planning.
We are a Registered Investment Adviser (RIA); therefore we are fully held to the fiduciary legal standard of care. Our fees are fully disclosed and based on regulatory Assets Under Management(AUM), and we do not accept commissions on investment products we recommend for our clients. Our mission is to provide our clients with innovative, value-added advisory and investment management services that help them achieve their goals and aspirations. We endeavor to exceed our clients’ expectations.
We value long-term relationships founded on integrity, open communication and trust. Our role is to help our clients make smart, well-informed decisions about their investment choices and lifestyle – providing them with greater financial independence and security.
We provide highly personalized investment advice and services our clients know they can depend on. We take the time to understand each of our clients’ current wealth, their investment objectives, their investment time horizon and risk tolerance in order to deliver long-term, fully integrated solutions. The firm emphasizes transparency and accountability.
We employ a custom Separately Managed Accounts (SMA) structure; therefore, clients hold accounts at a well-capitalized third-party custodian and have full online visibility into the performance of investments in their portfolios.