Investment Management

Acorn Strategic Group

Investment Management

Acorn Strategic Group has advised clients through various market cycles. Based on that experience, we have developed an institutional investment approach modelled on the strategy employed by successful institutional investors, adopting those principles and scaling them to individual investors needs.

Even in the euphoria of market “good times”, we don’t forget the catastrophic effect large loss has on portfolios that must support years of retirement income.

At Acorn Strategic Group, we believe that proper investment management begins with a proper risk assessment for each individual client; this is central to successful investing. Acorn Strategic Group uses innovative software as a risk assessment tool, to establish a client’s risk level. Clients are then linked to risk based models matching their situation. Acorn Strategic Group target risk models offer a range of volatility and expected return consistent with each client’s comfort levels and expectations.

Acorn Strategic Group also utilizes an account management platform for managing clients’ accounts. This approach to investment management is highly appropriate for today’s changing investment climate and separates Acorn Strategic Group from its peers. Acorn Strategic Group target risk models combine as many six different investment strategies simultaneously, typifying the uniqueness of Acorn Strategic Group.

Acorn Strategic Group employs a combination of tactical and strategic investment strategies as part of its “diversify by investment strategy” methodology. Strategy weightings are monitored on a continual basis as are various managers. We believe that this approach is necessary for today’s sophisticated markets. Strategies include stocks, exchange traded funds and mutual funds.

Alternative investments strategies, which typically don’t correlate to public stock or bond markets are also utilized to lower overall portfolio volatility.

The Acorn Strategic Group approach to investing utilizing a target risk position, account management tools and a “diversify by investment strategy” approach including alternative investments, truly makes us unique. Let us introduce this institutional approach to you today!

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.

Contact Details

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