Ewg Elevate Inc.
EWG Elevate Inc., doing business as Protection Point Advisors, is a California-based investment advisory firm headquartered in Roseville. Founded in October 2017 by principal owner Richard Lee Watson, the firm specializes in personalized portfolio management and financial consulting for individuals (with a strong focus on high net worth clients) and institutional accounts. The firm employs approximately 23–27 professionals and provides a comprehensive suite of wealth management and investment services.
Investment Strategy
EWG Elevate Inc. develops individualized investment strategies tailored to each client’s goals, objectives, risk tolerance, and time horizon. Their process includes constructing a personalized investment policy statement, asset allocation, and selecting investments to match client criteria. The firm practices discretionary portfolio management and strives for fair and equitable allocation of investment opportunities among clients, maintaining fiduciary duty and transparency. ESG models and regular portfolio monitoring are integral to their approach.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BALI | BLACKROCK ETF TRUST | 7.30% | $23.4M | 735,843 | $29.75 | $31.74 | +$1.3M |
S SCHF | SCHWAB STRATEGIC TR | 5.27% | $16.9M | 724,931 | $19.05 | $23.28 | -$4.0M |
I IXG | ISHARES TR | 3.82% | $12.2M | 104,843 | $109.65 | $116.67 | +$1.0M |
A ARKW | ARK ETF TR | 3.51% | $11.2M | 64,319 | $174.61 | $174.61 | +$11.2M |
S SCHV | SCHWAB STRATEGIC TR | 3.20% | $10.2M | 352,010 | $22.18 | $29.11 | +$533.1K |