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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

All services rendered are Fee-Only.

Portfolio design and management

We carefully evaluate your needs, goals, risk tolerance, and constraints to create a custom Investment Policy Statement (IPS) for you. The IPS outlines the process we will use to select and monitor your investments, much like a roadmap and a report card.

Retirement planning

Retirement planning is a multistep process involving gathering, analyzing, and presenting data to help clients identify and reach their financial dreams. Whether you are planning for an early retirement or paying for your child’s college education costs, we will create a highly customized plan to help you meet your financial goals.

College and education planning

College costs are rising faster than the rate of inflation. ACap can help you plan and save for college expenses using low cost and tax-efficient investments.

Individual Retirement Accounts (IRAs)

IRAs are highly tax-efficient accounts used to save for retirement. ACap can help you identify and manage the IRA that is right for you: Roth IRA, SEP IRA, Traditional IRA, or non-deductible IRA.

401k or employer-sponsored retirement plan advice

401ks and/or employer-sponsored retirement plans are the primary savings vehicles for many investors because they are usually sponsored by employers and have tremendous tax advantages. ACap can help you either establish an employer-sponsored retirement plan for your company and/or help you manage your existing plan with your current employer.

Tax planning

Whether we are recommending that you maximize your 401k account, or employing complex tax-loss harvesting techniques, we work closely with your tax advisor to ensure your entire portfolio, including non-tradable assets, is tax efficient.

Risk management

We can help manage your risk by employing various strategies such diversifying your assets among several investment types, and employing complex derivative strategies to either minimize or deflect specific unwanted risk.

Socially Responsible Investing

We admire and respect our clients’ desires to better their communities and the world. Socially Responsible Investing is the philosophy by which investing should not only be financially beneficial for the investor, but also socially responsible. This is determined by each individual client – At ACap, we work with our clients’ core values in mind, to create customized portfolios that are both socially conscience and financially sound.

Insurance review

ACap does not sell any insurance products, but we do recognize the value of life insurance. ACap works closely with pre-screened insurance agents who can help our clients protect their assets. Please note that ACap does not solicit or accept referral fees from any of our referral partners.

Estate planning

As the central point of contact for all your financial matters, we will refer you to a competent, prescreened attorney to help create necessary estate planning documents to protect your assets. ACap does not solicit and/or accept referral fees from anyone we refer you to.

Personalized bookkeeping

Some clients prefer to outsource their day to day management of bills and recordkeeping. ACap can help reconcile your bank and credit card statements, monitor your income and expenses, create budgets, and prepare customized reports for you to share with your tax preparer.

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