Elios Financial Group, Inc.

Elios Financial Group, Inc., located at Center Pointe West in Westlake, OH, offers discretionary portfolio management services tailored to clients' individual needs and objectives. The firm constructs and monitors investment portfolios based on recommended asset allocations or in-depth client profiles. Clients grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. Elios emphasizes continuous account supervision and offers ongoing portfolio rebalancing. The wrap fee program charges tiered investment management fees based on custodian-reported account values, with an additional annual program fee of 0.25%. Clients can terminate the agreement with a prorated refund within specified timeframes. The firm uses various methods of analysis, including asset allocation, fundamental analysis, modern portfolio theory, and technical analysis. Investment strategies may involve long-term purchases, short-term purchases, and periodic rebalancing. Elios Financial Group discloses potential investment risks associated with securities such as credit risk, interest rate risk, and international investing risk. The firm also provides information on client referrals, other compensation, and conflicts of interest related to third-party management agreements. Clients receive quarterly account statements and performance reports, with reviews triggered by market events or changes in the client's financial situation. The firm's Code of Ethics emphasizes ethical conduct and fiduciary duty, with associates required to report personal securities transactions. Elios Financial Group does not have a material interest in securities and conducts regular account reviews to ensure compliance and client service quality.