Ellis Capital Management is a registered investment advisor company providing investment management services to individuals and trusts. We also provide financial planning services and monitor client accounts serviced by independent investment advisors.

We also use technology, software and accounting systems to assist us in providing analysis and reporting of your accounts.

• Develop a tax-efficient asset allocation model derived from an
  assessment of your risk tolerance, goals and time horizon
• Monitor your portfolio goals and risk level
• Compare investment performance against like indices,
  risk level and goals
• Make investment changes as needed to stay on track with
  goals and risk level
• Communicate investment results
• Invest self-trusteed trust portfolios
• Adhere to the “Prudent Investor Rule”
• Typical models used: