Raise Your Investment Profile

Elevation Investment Consulting is a full-service investment consulting firm working with a variety of not-for-profit organizations and individuals. Through our varied experience, we are able to bring world-class service and custom-made investment solutions to you and your organization.
 

Our core principles are:

• Independent and unbiased advice
• Custom solutions
• Value-add
 

Our services include:

• Investment policy drafting and review
• Asset allocation plan & study
• Cash flow analysis & projections
• Benchmarking performance
• Special emphasis alternative investment reviews

AMIT THAKKAR - 585.755.0209