https://www.elevatecapm.com/notable-reads daily 0.75 2026-10-13 https://www.elevatecapm.com/notable-reads/market-update-august-2026 monthly 0.5 2026-10-13 https://www.elevatecapm.com/notable-reads/national-debt-deficits-and-interest-rates-economic-and-market-impacts monthly 0.5 2026-01-28 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1769613238523-8A5RJR6O3PA8SB33X282/unsplash-image-XrIfY_4cK1w.jpg Thought Leadership - National Debt, Deficits, and Interest Rates: Economic and Market Impacts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.elevatecapm.com/notable-reads/us-records-strong-gdp-growth-but-theres-more-to-it monthly 0.5 2026-01-28 https://www.elevatecapm.com/notable-reads/investor-letter monthly 0.5 2023-03-28 https://www.elevatecapm.com/notable-reads/what-does-the-soaring-us-inflation-rate-mean-for-your-portfolio monthly 0.5 2026-01-28 https://www.elevatecapm.com/notable-reads/climate-change-an-environmental-disaster-and-an-economic-time-bomb monthly 0.5 2026-01-28 https://www.elevatecapm.com/notable-reads/should-we-worry-about-our-national-debt monthly 0.5 2026-01-28 https://www.elevatecapm.com/notable-reads/are-we-heading-towards-a-financial-crisis monthly 0.5 2023-03-28 https://www.elevatecapm.com/notable-reads/what-is-behind-saudi-arabias-war-path-with-russia-on-oil-prices monthly 0.5 2023-03-28 https://www.elevatecapm.com/notable-reads/dollar-the-king monthly 0.5 2026-01-28 https://www.elevatecapm.com/notable-reads/category/guides monthly 0.5 https://www.elevatecapm.com/notable-reads/category/knowledge monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/news monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/trump monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/asset+classes monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/covid-19 monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/financial+crisis monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/history monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/economy monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/inflation monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/dollar monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/2008 monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/calpers monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/gdp monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/risks monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/oil monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/spending monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/russia monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/advise monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/currency monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/prices monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/debt monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/climate+change monthly 0.5 https://www.elevatecapm.com/ecm daily 1.0 2026-11-13 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1557815427262-79S642EC6N5BAQFHEGQD/ben-harritt-222981-unsplash.jpg elevate capital https://www.elevatecapm.com/services daily 0.75 2026-11-13 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1557816312572-VVNITAIHMQFMCP4JSONC/sam-goodgame-438609-unsplash.jpg Services https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1572504097235-QOGYS8SVON5LRICC7SWI/andre-benz-CR0E20Of7yU-unsplash.jpg Services - Portfolio Management We believe a team of asset class experts working together builds better portfolios. At Elevate Capital, clients can invest beyond traditional stocks and bonds, in real estate, private equity and venture capital, and can benefit from the kinds of complex strategies typically found at hedge funds. These include options-based income and protection strategies, tactical hedging and concentrated position management, all within a separately managed account you own and can see. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1601522505411-0JZ9A01REWEMEPD8MYVA/anas-alshanti-feXpdV001o4-unsplash.jpg Services - Equity Compensation Elevate Capital Management has deep experience working with technology executives, whose wealth is often concentrated in equity compensation. ISOs, RSUs and other equity awards bring tricky decisions: when to exercise, how to manage the Alternative Minimum Tax (AMT), how to cover withholding shortfalls at vest, and how to reduce the risk of holding too much of one company. We specialize in guiding executives through these decisions by coordinating tax planning with your CPA and diversifying or hedging concentrated positions. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1572504321090-E1GA9VDYWX8KJSDMQII9/diggity-marketing-s8HyIEe7lF0-unsplash.jpg Services - Financial Planning We believe thoughtful, ongoing planning is what drives long-term success. Your financial life isn’t static, so your plan shouldn’t be either. We revisit it as your career, equity compensation, real estate and family needs change, and we handle the heavy lifting so you don’t have to. Through our client technology, you can see your entire financial picture in one place, including investments, outside accounts and property, updated as markets move. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1573087700071-1U2IAZE5YYXN6E8B3999/clark-tibbs-oqStl2L5oxI-unsplash.jpg Services - Entrepreneur Resources Elevate Capital is part of the startup ecosystem in San Francisco and Silicon Valley, and we work with founders at every stage, from early funding rounds to liquidity events. Beyond managing wealth, we connect entrepreneurs with resources that help them build: introductions to trusted attorneys, accountants and other specialists, guidance on founder equity and planning for an eventual exit, and a network of people who have been through it before. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1572504549368-UR916UQ151KL0ZG52XAE/william-white-TZCppMjaOHU-unsplash.jpg Services - Concierge Services Elevate simplifies your financial life so you can focus on what matters most. Beyond investment management, we help coordinate the pieces that usually live in separate places, such as tax planning with your CPA, estate planning with your attorney, real estate decisions, insurance reviews and major purchases. With one team overseeing the full picture, you spend less time managing details and more time on your career, family and goals. https://www.elevatecapm.com/new-page daily 0.75 2026-11-13 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1557817675898-1R4T36IWRUK1FHA1RJT6/ben-harritt-222981-unsplash.jpg Contact us https://www.elevatecapm.com/about daily 0.75 2026-11-13 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1573082620535-8RXIZQ6YFLZ4GQ0KNR3Y/patrick-robert-doyle-2POWJYKXM5Q-unsplash.jpg About https://www.elevatecapm.com/values daily 0.75 2026-11-13 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1565758720012-DAGRPBP1NB9NUA7Y9JNO/austin-schmid-65F-502joDA-unsplash.jpg Values https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1572500437838-UNQJ8S6M6WNS8FRKWWG3/susan-yin-2JIvboGLeho-unsplash.jpg Values - Trust Your trust is our most valuable asset, and we work to earn it every day. As a fiduciary, we are required to put your interests first. We go further by being transparent about every fee we charge and how we’re paid. Your assets are held in your own name at Charles Schwab, an independent custodian, so you can see exactly what you own at any time.. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1572504917958-CKH3CLCTSN2Y4F11BEBA/aron-visuals-3jBU9TbKW7o-unsplash.jpg Values - Objective We’re independent, with no ties to any bank or brokerage firm. That means no proprietary products to push, no sales quotas and no commissions influencing our advice. Our fees are based on the assets we manage, so we do well only when you do well. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1565935089457-G6OX61G5NDS71V5FI82D/hari-nandakumar-QyxfDZwl7mM-unsplash.jpg Values - Transparent You’ll always know what you pay and what you get for it. We charge one clearly stated advisory fee, disclosed up front and shown on your statements, with no hidden layers or surprise costs. If you ever have a question about a fee, we’ll walk you through it line by line. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1567640686152-NJD0VB7J73XH6OSWZ866/simon-hattinga-verschure-m2_wamNcmjs-unsplash.jpg Values - Service Exceptional service is at the heart of every client relationship we have. You work directly with the people managing your money, not a call center or a rotating cast of junior staff. We reach out proactively when markets move or your situation changes, so you hear from us before you need to call. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1565933684988-175JF5T2MKS61JRW6UC5/jason-blackeye-9HEY1URQIQY-unsplash.jpg Values - purpose We believe our work should make a positive difference beyond the portfolios we manage. We aim to set a high standard for how financial advice should be delivered, with integrity, transparency and the client’s interests first. https://www.elevatecapm.com/team daily 0.75 2026-01-28 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1573085835643-SMMWNX38S4A6NJK05CVD/nastuh-abootalebi-eHD8Y1Znfpk-unsplash.jpg Founders https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1570040874931-9JFWRP3FFX0GVBZ71DCG/Jeremy_024.JPG Founders - Jeremy D. Bardin, CFA Co-Founder and Managing Partner Jeremy is the bond market expert and portfolio manager of the fixed income asset class. He has more than 20 years of experience, most of which was spent in the institutional fixed income sales & trading divisions at Merrill Lynch and Oppenheimer. He is skilled at navigating difficult market environments and has experienced multiple market cycles Jeremy’s experience at Merrill Lynch allowed him to gain a depth and breadth of knowledge across the inner workings of the bond market that few people have been fortunate to obtain. His team would grow to execute on average over $1 billion per day in notional transaction volume. His clients were money managers, banks, insurance companies, hedge funds, Fortune 500 Corporations, foundations, endowments and family offices. He helped them manage fixed income portfolios that in aggregate exceeded more than $75 billion. Elevate Capital is loosely modeled after his first client at Merrill Lynch, the family office of a sophisticated Texas billionaire. Jeremy earned the Chartered Financial Analyst (CFA) designation in 2004. Jeremy is originally from Salt Lake City, Utah. He lived in Dallas, Texas for 9 years before moving to San Francisco in 2009. He is an avid skier and mountain biker, as well as a mediocre surfer. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/5572ee89-f5c6-4b1a-9159-9d5856960e33/gk1.jpg Founders - Garo Kochounian Co-Founder and Managing Partner As Co-Founder and Managing Partner at Elevate Capital Management, Garo Kochounian leads the firm’s active equity strategy, leveraging over 25 years of expertise working with institutional asset managers. His career spans roles at Oppenheimer, ISS and MSCI, where he worked extensively with global institutional investors, providing strategic insights and investment solutions. Garo leads a dynamic, thematic, multi-cap portfolio, employing a research-driven investment approach that combines top-down macroeconomic analysis with advanced applied analytics. Garo continuously sifts through vast streams of market data and identifies cause-and-effect relationships within the global economy and financial markets to uncover signals that drive investment decisions. By integrating fundamental insights with real-time analytics, he assesses the relevance of emerging trends to portfolio strategy. The equity team maintains a forward-looking investment focus, targeting transformative technological innovations. For a thematic, long-term growth portfolio, exposure to these emerging tech sectors can provide significant alpha. From Artificial Intelligence & Machine Learning to various technological disruptions, the team’s disciplined approach aims to capitalize on paradigm shifts that redefine industries, positioning the portfolio to harness long-term structural growth opportunities. A deeply analytical and forward-thinking investor, Garo understands that sound investment decisions require more than just quantitative metrics—they demand a holistic view of market dynamics, industry evolution, and behavioral finance. His ability to uncover mispriced assets and asymmetric opportunities has been instrumental in Elevate Capital Management’s success. By integrating macroeconomic insights with fundamental and thematic analysis, he ensures that capital is allocated to high-conviction opportunities with sustainable long-term growth potential. Garo possesses a keen ability to identify undervalued investment opportunities, leveraging deep market insight and a disciplined approach to uncover asymmetric risk-reward scenarios. His strong leadership acumen has enabled him to build and manage high-performing teams, fostering a culture of innovation, rigorous analysis, and strategic execution. He holds a Bachelor of Science in Finance from the University of San Francisco and is fluent in four languages, further enhancing his ability to navigate global markets and engage with diverse stakeholders. On a personal level, Garo’s Armenian heritage and early childhood in Lebanon have shaped his global perspective and cultural adaptability—qualities that inform his investment approach in an increasingly interconnected world. He and his wife, Katie, reside in Berkeley, CA, where they are raising their three children, Reve, Beau, and Siena. Balancing a dynamic career with family life, Garo values long-term vision, resilience, and strategic thinking—principles that guide both his professional and personal pursuits.