As Your Fiduciary
We always tell you what we would want to know if our roles were reversed.
Elevate Capital Advisors is an SEC Registered Investment Advisor headquartered in Eagle, Colorado.
Founded in 2017, Elevate Capital Advisors now advises over $200,000,000 as of September 30, 2025, on behalf of high net-worth individuals and families, corporations, family offices, charities, and others. From day one, our core philosophy has been simple: “Always tell you what we would want to know if our roles were reversed.”
While that may sound intuitive, it reflects a deliberate departure from the norms we observed in our prior industry experience where client interests were often secondary to firm priorities. We knew there was a better way. By staying true to our word and focusing on what truly serves our clients, we've built a firm that raises the standard through radical transparency, accountability, and genuine care.
Our minimum investment is $500,000 for traditional portfolio management.
✓ Direct access to advisors: no phone tree
✓ No products
✓ Zero disclosures: No regulatory or legal issues
✓ Trusted in a small town for 27 years
✓ Business built entirely on referrals
✓ Dozens of successfully retired clients
✓ Relationships maintained for decades
✓ Creative solutions to risk management
✓ Experts in our craft as shown through continuous learning and credentials
At Elevate Capital Advisors, we believe that the best way to minimize risk is to think. Our investment philosophy is rooted in discipline, transparency, and a deep respect for timeless principles of portfolio management. We don’t rely on proprietary secrets or flashy strategies, because there aren’t any. Instead, we follow a rigorous, repeatable process that has been shaped by the wisdom of the world’s greatest investors.
Portfolio Management and Financial Planning Services
What We Do
Financial Planning: The Foundation of Great Portfolio Management
At its core, successful investing starts with a clear plan. While we can manage portfolios without a full financial plan, our experience shows that long-term results are far better when your investment policy is built on a solid financial foundation.
As the saying goes, “If you don’t know where you’re going, any road will take you there.” A financial plan gives direction. It defines your limits and what we call your Family Index - the rate of return you need to live happily ever after. Instead of investing to survive, you can invest to thrive.
You should never risk money you can’t afford to lose in pursuit of money you don’t need to make. Determining your Family Index shifts the focus away from market benchmarks like the S&P 500, Nasdaq, or Dow, and puts it squarely on you: your goals, your boundaries, your future.
Clients don’t hire us for magic tricks. They hire us because we do the hard work, day in and day out, with consistency and integrity. We wake up early, we go home late (figuratively speaking), and we never compromise our process. We can’t guarantee success, but we work relentlessly to deserve it.
Whether we’re investing in high-quality businesses, navigating speculative opportunities, or managing risk in a volatile market, our goal is the same: to help you build and protect wealth with clarity, confidence, and purpose.
Why Clients Choose Elevate
Ready to discover your Family Index and build a plan that helps you thrive?
Investment Philosophy
We manage money with intense discipline. That means consistently applying our framework day after day, through every market cycle, without emotion and without compromise. We don’t chase trends, and we don’t panic. Our process is built to withstand volatility and uncertainty, and our commitment to it is what sets us apart.
Disciplined Portfolio Management
Our investment process begins with a screener that filters the global universe of stocks down to a select group of world-class, capital-efficient businesses. From there, we conduct fundamental analysis to determine a fair price to pay. Most great companies trade above fair value, so we wait patiently, setting alerts for when prices align with our standards.
Once a business meets our valuation criteria, we apply technical analysis to identify high-probability entry points. In some cases, especially with momentum strategies, we may bypass fundamentals and simply ride trends, always with a clear exit strategy in place.
How We Invest
Unlike many investors who focus on potential gains, we prioritize risk. Every position is sized based on how much we’re willing to lose, not how much we hope to gain. We use trailing stop losses and risk budgeting to define and control downside exposure. This approach allows us to eliminate losing positions quickly and let winners run.
Risk budgeting also enables us to tailor portfolios to each client’s risk profile, Conservative, Moderate, Growth, or Aggressive, ensuring that every investment aligns with your goals and comfort level.
Risk Management First
Our Commitment to Fiduciary Duty, Personalization, and Independence
At Elevate Capital Advisors, we believe that trust is the cornerstone of every successful financial relationship. As a Registered Investment Advisor, we are legally and ethically bound by a fiduciary duty - meaning we are obligated to act in your best interest at all times. This duty goes beyond simple recommendations; it encompasses a deep commitment to transparency, loyalty, and care in every aspect of our advisory process.
Personalization is at the heart of our approach. We understand that every client’s financial journey is unique, shaped by individual goals, values, and circumstances. That’s why we tailor our strategies to fit your specific needs, whether you're planning for retirement, managing investments, or navigating complex financial decisions.
Our independence ensures that our advice minimalizes conflicts of interest. And when they arise, as a fiduciary, we are obligated to disclose them. We are not beholden to proprietary products or sales quotas. Instead, we focus solely on what’s best for you, leveraging a wide range of solutions to help you achieve your financial objectives with clarity and confidence.
Together, these principles form the foundation of our practice -empowering you with advice you can trust, strategies that reflect your life, and a partnership built on integrity.
Meet the team
Ken Armstrong, CFP®, RICP®, ChFC®, CLU®, CASL®, CLTC®
Shane Fleury, CFA
Olivia Boomhower
Tom Damon
Kyle Lottman, CFA, CMT, CPA
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Authored by our Chief Investment Officer Shane Fleury, CFA, each edition offers clear, insightful analysis of current market trends, economic developments, and portfolio positioning. Designed to help investors make sense of what’s happening and what may lie ahead.
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Tune in to Elevate’s monthly podcast for timely insights on the stock market, economic news, and more. Each episode breaks down what’s happening in the world of finance in a clear, approachable way - perfect for investors who want to stay informed without the jargon. Whether you're commuting or catching up over coffee, it's a smart listen for anyone looking to elevate their financial perspective.
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Authored by Ken Armstrong, CFP®, RICP®, ChFC®, CLU®, CASL®, CLTC and Kyle Lottman, CFA, CMT, CPA. Each publication delivers thoughtful guidance on key planning topics from retirement strategies to risk management - grounded in decades of combined experience and deep expertise. It’s a valuable resource for anyone looking to make smarter, more informed financial decisions.
Reading List
Readings that have influenced our thinking over the years.
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A short essay by Robert J. Hastings that CIO Shane Fleury found on a friend's refrigerator one day after skiing.
Timeless.
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An essay by Richard Russell that everyone should read and comprehend as soon as possible.
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I, Pencil is an essay by Leonard Read. It was first published in the December 1958 issue of The Freeman. Written from the perspective of a pencil, it brings to life the complexities of a global supply chain.