At Elite Resource Partners, we engage clients in a multi-dimensional process by combining people, products, and strategy into a complementary blend. Elite Resource Partners utilizes multiple specialists in the areas of tax reduction, investments, retirement/cash flow models, benefit plans, risk assessment, insurances, corporate structure and estate planning to create SIMPLE packages to meet client’s needs. We constantly monitor their performance, and make these packages surprisingly cost effective. We think it’s an approach worth championing.
Elite Resource Partners is a Registered Investment Advisor. Form ADV is divided into two parts. The first discloses specific information about Elite Resource Partners that is important to regulators (Name, number of employees, form of organization, nature of the business, etc.) The second acts as a disclosure document for clients of Elite Resource Partners, and includes information such as services provided, fees, and any potential conflicts of interest.
Elite Resource Partners is a registered investment adviser located in Dallas, TX. Elite Resource Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Elite Resource Partners’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Elite Resource Partners’ web site on the Internet should not be construed by any consumer and/or prospective client as Elite Resource Partners’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Elite Resource Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Elite Resource Partners, please contact the state securities regulators for those states in which Elite Resource Partners maintains a registration filing. A copy of Elite Resource Partners’ current written disclosure statement discussing Elite Resource Partners’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Elite Resource Partners upon written request. Elite Resource Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Elite Resource Partners’ web site or incorporated herein, and takes no responsibility therefore all such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.