Investment & Research

Investment

At ACT Wealth Management, LLC, we truly understand that all asset classes represent a unique and important part in all client portfolios. Through strategic, opportunistic, and tactical asset management, we employ a needs-based investment approach created specifically to each client’s unique situation. We do not believe that one size fits all. We are a firm built on 100% open architecture, transparency and unbiased investment research.

Research

One of our strongest beliefs is that in order to have unbiased research, the one conducting the research must be totally removed from the final recommendation process. At ACT Wealth Management, LLC, we have partnered with YCharts, one of the leading research firms in the country, to perform due diligence on investments we may ultimately use in client portfolios. This allows ACT Wealth Management, LLC to remove any potential conflicts of interest between the product and the client, as the end user. We are not held hostage to our own ideas, something most investment professionals cannot or will not say. The three Principals at ACT Wealth Management, LLC have the final say on the investments utilized in client accounts.

Investment Structure

ACT Wealth Management, LLC utilizes a holistic investment approach focused on building portfolios from the bottom up. The Principals at ACT Wealth Management, LLC determine appropriate allocation and diversification based on the independent research we utilize as well as global macro and economic factors.* The decisions emanating from these meetings tie directly to our opportunistic/tactical investment initiatives for our clients. The Principals of the company make all investment directives in each client account.

 

 

* Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

  • 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

Copyright © 2020 ACT Wealth Management, LLC. All Rights Reserved. | ADV | Privacy Policy

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

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please Contact Ray Tanner, Chief Compliance Officer, at 214-618-2022 and/or rtanner@actwm.com.