Once you complete our Risk Profile Questionnaire, Acanto works with clients to develop a Sophisticated Financial Plan, available online 24/7 to execute our wealth-building strategies for where you are NOW and into the future.
We then layer each strategy to suit our client’s risk tolerance and account size within a powerful wealth planning portal to achieve your financial goals.
Adaptive Core Portfolio: $1k-$100k+
- 5 to 8+-Rules-Based, Actively Managed ETFs (Electronically Traded Funds) that use Stocks, Bonds, Commodities, Options, and other strategies to limit risk, reduce drawdown, and increase yield. For any Account Size, Tax Efficient, Asset and Strategy Diversification
- Appropriate for both Taxable and Non-Taxable Accounts.
- Rebalance Quarterly.
Acanto Adaptive Alpha Portfolios: $100k-$1mm+
- Proprietary, Systematic Strategies that use “Momentum” for Monthly Asset Selection and “Risk Parity” for Position Size.
- Captures upside trends in all asset classes and stocks.
- Reduces risk exposure during bear markets.
- “Top 10 US Equities”- 10 Best Performing Large US Stocks.
- “All Asset Adaptive Allocation” – Top 8 Asset Classes.
- Best suited for Non-Taxable Accounts: IRAs, ROTHs, etc.
- Rebalanced Monthly. Avg Holding Period: 1-6+months
Sophisticated Wealth Management: $500k-$10mm+
- Commission Free Annuities:
- Guaranteed Income with LTC and Growth.
- Independent Access to:
- Hedge Funds
- Venture Capital Funds
- 1031 Real Estate Exchanges and Opportunity Zone.
- Sophisticated Wealth Planning Strategies:
- Roth Conversions
- Trusts, Wills, Life Insurance
- Self Directed 401ks, ROTHs, IRAs
- Credit Tracking and Debt Optimization
- Whole Life & Index Universal Life Strategies
- 1031 Real Estate Exchanges
- Multi Generational Planning
- Charitable Giving