Explore Our Services

Our range of services are designed to help you move forward with confidence, wherever you're headed next.

Inquire Now
Inquire Now
Group of four young men in a modern office, with one standing and presenting in front of a whiteboard with sticky notes and papers, while three are seated on blue couches with laptops during a team meeting. Elios Capital

What We Offer

  • Live Portfolios: Shows our current allocations and rationale (AI, energy, defense, longevity). On the trading platform: Dub Invest

  • Advisory Packages: Flat-rate tiers for individuals and founders—budgeting, retirement, liquidity planning, and a 12–24 month investment roadmap.

  • Thought Leadership: Short, actionable insights on structural trends. No fluff—just what matters for investment and operational decisions.

  • Client Resources: Simple templates (budget, liquidity runway, tax checklist) and a quarterly review process.

Our Process

Assess

We start with the full picture: your income, expenses, debt, savings, and goals. No assumptions, no one-size-fits-all templates.

Plan

We build your roadmap: a budget that works, a savings structure, a retirement strategy, and an investment thesis built around you.

Position

We help put your capital to work around the structural forces already reshaping the world. Conviction-driven, and long-horizon thinking. Thats the Elios way.

Hold

We stay the course together. Markets get loud. We don't react. Patience and a clear thesis beat timing every time.

Our Products

Clarity Clarity
Clarity
$50.00

30 Min one time consultation

A focused, single-session conversation for a specific question or decision. Best for: understanding a concept, evaluating a specific situation, or getting a second opinion before you make a move. Come with a clear question. Leave with a clear answer.

Custom Custom
Custom
$25.00

For institutional inquiries, family office consulting, or specialized advisory engagements outside the scope of our standard tiers. Reach out directly to discuss scope, structure, and pricing!

Strategy Strategy
Strategy
$199.00

A comprehensive one-time financial roadmap. We review your full picture:

income, expenses, savings, debt, and goals. Then we deliver a prioritized action plan you can implement yourself.

Best for: people who want a professional financial foundation without an ongoing commitment.

The Field Guide
Sale
The Field Guide
$50.00 $150.00
Partnership Partnership
Sale
Partnership
$99.00 every month $200.00 every month

An ongoing advisory relationship. Monthly check-ins, real-time access for questions as they come up, and a living financial plan that evolves with your life.

Best for: people who want a consistent thought partner as they grow income, navigate major decisions, and build toward long-term goals.

  • "Creative, reliable, and genuinely passionate about what they do."

    - Charles B.

    Current Subscriber

  • "A professional team that delivers on their promises."

    - Blair M.

    Current Subscriber

  • "Their attention to detail and commitment to quality truly stood out. I’ve already recommended them to all of my friends

    - Joe K.

    Current Customer

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Let’s Work Together

If you're interested in working with us, complete the form to the right

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