Ellevity Capital wins Awards

the ellevated Strategy

Investment Objective

Ellevity Capital seeks to provide investors with returns in excess of those generated by traditional equity, debt and income investments. Ellevity Capital achieves this objective using a combination of high yielding securities coupled with index option trading.  

 

Investment Strategy

Ellevity Capital’s strategy starts with a base of high yield securities that have been carefully selected to be less sensitive to a rise in interest rates. Additional income is generated on top of this base by means of a market neutral index options strategy. Income is generated by selling out-of-the- money put and call option spreads. Hedging techniques are employed to mitigate the risk of large movements in the underlying index. Income is generated by the time decay of the value of the options that are sold.  

 

Managed Accounts

Managed Accounts mean that your money is accessible through an online platform. You can track the progress of your investments and watch your wealth Ellevate!

Retirement Accounts

Ellevity Capital can accommodate your retirement accounts. Securing your IRA account with Ellevity Capital allows your gains to grow tax free and create a golden nest egg to fund your retirement.

Top Options Strategy

Ellevity Capital has consistently ranked among the top five Options Strategy at BarclayHedge, a leading performance ranking firm.


Investment Advisor Representatives

Ellevity Capital Investment Advisor Representatives can provide you with more information and guide you through the process of opening an account. 

About Us

ELLEVATED PEOPLE

The Ellevity Capital Management Team

Dorian Punj

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Dorian Punj is President and CEO of Ellevity Capital. Mr. Punj has over 30 years experience in designing, testing and trading various options strategies. Mr. Punj received a Bachelors degree in Computer Science from M.I.T. in 1973 and a Masters degree in Business Management from M.I.T. in 1974. Whilst at M.I.T. Mr.Punj studied option pricing and investment techniques and subsequently developed his own strategies. In 1987 Mr. Punj founded the Insultec Group and is the Chairman of this successful worldwide industrial construction firm. Until recently Mr. Punj has managed and traded only the investments of his family and family trusts but has now opened up his proprietary investment management techniques to select managed accounts.  

 

Julia Punj

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Julia Punj is Executive Vice President of  Marketing and Branding for Ellevity Capital as well as an Investment Advisor Representative. She specializes in customer relations and brand development. Ms. Punj has 12 years of experience with investment management and options strategies. She holds a marketing degree from the University of Iowa Tippie College of Business, as well as an MBA in Sustainable Management. 


Contact Us

To request more information please fill out the form below

Ellevity Capital LLC

200 Dorado Beach Drive, #3611 Dorado PR 00646