Investment Committee

ACT Wealth Management, LLC is a company that strives to be well-balanced, not perpetually bullish nor bearish, and is not willing to stake its investment reputation on one person’s market viewpoint or investment philosophy. The company considers fundamental, quantitative and qualitative analysis before making any recommendations. The Principals at ACT Wealth Management, LLC are responsible for establishing and amending the company’s recommended global asset allocation model, which serves as the starting point for individual client portfolios.

  • Plano Office
  • 7160 Dallas Parkway
  • Suite 230
  • Plano, TX 75024
  • Phone(214) 618-2022
  • Toll-free(888) 392-9773
  • Fax(214) 919-4896
  • Raleigh Office
  • 8601 Six Forks Road
  • Suite 400
  • Raleigh, NC 27615
  • Phone(919) 214-9066

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Investment advisory services offered through ACT Wealth Management, LLC, a registered investment adviser.

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