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ACap Asset Management
Protecting Your Financial Health
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Fee-Only Financial Planning and Investment Services
For health care professionals, business owners, and individuals
Get a pulse on your financial position

Investment Philosophy

At ACap, we believe in investing, not speculating. Our goal is not to speculate on the direction of the market, but to achieve a healthy rate of return that allows our clients to achieve their financial dreams without exposing them to unreasonable risk.

We believe in asset-class investing and that investors should have exposure to several broadly diversified asset classes based on their goals and risk-tolerance.

Extensive academic research has shown that over 80 percent of portfolio returns are attributable to asset allocation and that an appropriate allocation among several non-overlapping asset classes not only increases returns, but also reduces overall risk.

Based on a thorough understanding of the client’s financial objectives, risk-tolerance and investment-time-horizon; we help build a diversified portfolio using low cost and tax efficient stock index mutual funds and Exchange Traded Funds (ETFs).

In addition, we aim to maximize investment gains and minimize taxes through tax-loss-harvesting techniques. We attempt to keep investment expenses down, minimize expense ratios and transaction costs, and reduce portfolio turnover, all of which affect portfolio value.

ACap Asset Management, Inc. a Fee-Only wealth management firm.

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