A complete list of active advisors currently associated with Acanto, LLC

Warmer can help you find a great advisor at Acanto, LLC or one who fits your needs even better.

Acanto is a fee‑based investment adviser that provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and a quantitative trade‑signal service to individuals (including high‑net‑worth clients), trusts, estates, small businesses, pooled vehicles, registered investment advisers, and broker‑dealers. It documents client objectives in tailored engagement agreements and implements investment management under written authorization when clients grant discretionary trading authority. The firm’s investment approach is primarily proprietary and model‑driven, combining momentum-based signals with volatility‑aware position sizing (risk parity) across both a concentrated U.S. equity selection strategy and a multi‑asset ETF/REIT allocation strategy. Acanto emphasizes systematic, rules‑based implementation and daily monitoring for discretionary accounts, discloses the limitations of backtested or hypothetical results, and states that core discretionary strategies do not employ structural leverage (though limited margin functionality may be used for operational settlement). Compared with similarly small advisory firms, Acanto is notable for offering a packaged non‑discretionary quantitative trade‑signal product that leaves execution to clients and for explicitly disclosing referral and solicitor arrangements and dual‑registration activities by advisory personnel, which can create commission conflicts that are disclosed to clients. The firm also recommends specific custodians and acknowledges access to custodial research tools that may constitute soft‑dollar benefits, and it maintains a formal Code of Ethics and expanded model‑risk disclosures.

To learn more about the advisors currently working at Acanto, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.