Our investment methodology:
ACI created Process Portfolios to give clients and partners access to institutional caliber portfolio management that is 100% transparent, highly liquid, cost efficient, and diversified. ACI works closely with each of our clients to build a customized long term solution that targets your investing goals and serves future financial demands.
By using a pre-defined investment process, Process Portfolios benefit from systematic investment decisions that remove difficult to manage emotions from the investment process, yielding smarter investment decisions that more effectively manage long term risk. Our proprietary Recession Probability Indicator plays an important role in defining ACI’s response to rising, or falling, investment risk.
Investment Managers: Multi-Manager Income Portfolio
Formula Folios is one of the fastest growing institutionally focused management firms in the US in recent years with a track record of successful multi-manager fixed income strategies. MM Income blends FF’s own tactical investing portfolios with BCA’s Managed Risk and Redwood Funds Managed Volatility portfolios, giving an intelligent and diversified approach to yield driven investing. Each sub-component of the overall portfolio uses its own unique formula-based approach to asset management, ensuring the portfolio remains diversified. By utilizing a tactical management style, the MM Income allocation aims to invest 100% of funds in income-oriented assets but maintains the flexibility to shift toward more even more conservative assets and cash when markets display signs of concern.
ACI selects only the best, low cost, highly liquid funds from premier fund providers to minimize needless expenses to our clients. ACI never uses funds with sales loads, commissions, or hidden fees of any kind. The firm goal is to keep more money in your pocket, where it belongs. To learn about the impact fund fees can have on your investments, visit the investor education page.
ACI selected Interactive Brokers, LLC. (publicly traded as “IBKR”) as our preferred custodian due to industry leading lowest transaction costs, superior trade execution, their history as a multiple winner of Barron’s Best Online Broker, and a credit rating on par with Wall Street’s biggest banks.
ACI is able to work with other custodians such as Charles Schwab and TD Ameritrade to support select clients.
Recent Portfolio Performance Summaries