About UsAcorn Strategic Group
Selecting the right firm to manage your assets is one of the most important decisions you can make. Acorn Strategic Group offers unbiased, transparent guidance based only on what’s best for you.
Since our inception in 2013 Acorn Strategic Group approach to investment management has been customer driven in terms of client relationships, support and of course consistent results. Our investment plans are flexible and objective, plus they are aligned with your goals and values, with no preference for active versus inactive investments or specific vehicles.
Our investment management team exposes tailored made opportunities for you through a comprehensive approach, by diligently selecting, analysing and monitoring third-party managers that operate in the global financial markets spanning all asset classes. Due to our size and position in the industry, we are often able to provide access for our clients to top niche managers unavailable elsewhere. Some of the key factors to our approach:
- RISK MANAGEMENT: We see risk from multiple sides. We analyse and test to ensure that we are focused on avoiding permanent loss of capital. We continually analyse allocation decisions using our own risk measurement tools, as well as third-party risk-monitoring and exposure-reporting systems. Additionally, we maintain solid communication with managers and constantly monitor them for performance, changes in ownership, deviation from strategy or turnover of personnel.
- DIVERSIFICATION: We diversify portfolios with care across risk factors, locations and asset classes, including real estate and private equity, plus we have access to highly skilled third party specialists to enter certain markets.
- VALUATION FOCUS: We utilise proprietary instruments to monitor valuations in each primary asset class across many geographies and sectors, then place portfolios confidently where they have the best chance of a strong return.
- LIQUIDITY MANAGEMENT: In developing portfolios, we consider the need to access funds for unusual or emergency expenses in doing so we avoid forced selling of positions at below optimum levels.
- IMPACT INVESTING: We offer solid impact investing choices that are an effective way to align values with investments and can be used across all asset classes and with investors from all asset levels.
- COMPREHENSIVE REPORTING: We analyse and monitor our clients’ current holdings in private equity, real estate and other assets when making allocation and investment choices, ensuring the investment choices blend in concert with your future wealth goals and circumstances.
Apply For Account
There is generally no difficulty in applying for an account, providing that you qualify. It is advisable to speak with an account manager beforehand so the process can be explained and any questions can be answered clearly.
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