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Clarity First.
Strategy Second.
Integrity Always.
ACANTO | LLC is an independent Registered Investment Advisor built around three core principles: Independence, Intelligence, and Integrity.
We deliver financial Clarity First — so we can build our clients truly independent investment, retirement, insurance, tax, and estate planning strategies within one coordinated fiduciary process.
Great investment strategies work best when they fit within the right account type, tax treatment, income source, insurance features, and estate plan.
Our Clarity First approach is designed to help identify missed opportunities and hidden risks, so you can better protect your family's future and reach your financial goals.
Better Strategy Starts With Clarity.
Click to watch video
Click the image to watch the 2-minute overview.
One Page. One Complete Picture.
AccountsAssetsLiabilitiesInsuranceRelationships
- All accounts
- All assets
- All liabilities
- All insurance
- All relationships
Asset-Map® helps us see how your financial life fits together before we recommend anything.
Start with a 30-minute introductory call and a one-page financial overview.
The Acanto Process
Financial decisions should not be made in isolation.
01
Clarify Everything
Asset-Map® discovery brings accounts, liabilities, insurance, estate documents, income, expenses, and goals into one clear picture.
02
Identify Opportunities
We uncover planning opportunities across Roth conversions, income sequencing, capital gains, charitable giving, estate design, and CPA/CFP coordination.
03
Build Strategies
We model retirement income, cash flow, taxes, insurance, estate needs, and long-term family goals — then stress-test every scenario.
04
Implement & Adapt
Use adaptive, rules-based portfolios after the financial picture is clear.
What We Build With You
Wealth Snapshot
See the full household balance sheet in one place.
- All accounts and assets
- Liabilities and obligations
- Insurance and estate overview
Cash-Flow Planning
Understand income, expenses, taxes, distributions, and retirement funding.
- Retirement income modeling
- Tax-aware distribution planning
- Scenario comparisons
Scenario Testing
Compare different strategies before making irreversible decisions.
- Roth conversion analysis
- Retirement timing options
- Estate and legacy projections
Investment Implementation
Use adaptive, rules-based portfolios only after the planning picture is clear.
- Momentum-based allocation
- Risk-aware rebalancing
- Ongoing portfolio review
Built with Intelligence. Applied with Integrity.
Acanto's investment process combines momentum, risk parity, and adaptive allocation to build portfolios designed to adjust as market conditions change.
Nobel laureate Eugene Fama, widely known as the father of the efficient market hypothesis, called momentum "the premier anomaly" in finance.
Blended Strategy
Adaptive Framework
Combining complementary strategies to reduce dependence on any single market regime. Designed to adapt across market cycles by blending momentum, risk parity, and regime-aware allocation into one coordinated portfolio.
All Asset Momentum
A Tactical All-Asset Strategy
Tested across 4,000+ parameter iterations and 150 years of market data. A tactical all-asset rotation framework built on persistent momentum signals across US and foreign stocks, bonds, real estate, commodities, and cash.
Top 20 Concentrated Equity
Equity Momentum Strategy
Validated across hundreds of parameter combinations. A concentrated equity strategy that holds the 20 strongest-trending stocks from the largest 1,000 global equities traded in the US.
What Our Clients Say
Verified reviews from clients who have found clarity and confidence with Acanto.
"His feel for the market is second to none. He seems to always be a half step ahead of the crowd. The way he manages risk in the most uncertain of times is remarkable."
Verified Client
Investments • Risk Management
Verified by Indyfin
"He is very knowledgeable of the markets and is a good listener. He is polite and easy to converse with on most any subject. He is honest and will put your best interest first. I would highly recommend him."
Verified Client
Financial Planning • Advisory
Verified by Indyfin
"I'm grateful for his guidance. I sleep well at night knowing he's at the helm."
Verified Client
Retirement • Entrepreneur • Investments
Verified by Indyfin
Financial Clarity Resources
Explore guides and research designed to help you make better tax, retirement, and investment decisions.
Blended Strategy: Adaptive Framework
How combining complementary strategies can reduce drawdown risk. Click to read or download.
Creating a Financially Organized Life
A practical guide to organizing the information needed for a clearer financial picture. Click to read or download.
Ready to see how the pieces fit together?
Start with a financial clarity review and Asset-Map® discovery session.
Start Your Asset-MapBook a 30-minute introductory call — we can discuss your situation, or complete your Asset-Map® together over Zoom.