Corona, CA Office

Accelerate Investment Advisors LLC serves individuals (including high-net-worth clients), trusts, corporations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. Its retirement services include plan design consulting, provider research and selection, participant education, and ongoing investment monitoring for plan sponsors.

The firm constructs customized portfolios using mutual funds, collective investment trusts, ETFs, individual equity and fixed income securities, and occasionally covered options, pursuing a primarily long-term allocation approach while making adjustments for client objectives and market conditions. For plan clients Accelerate develops investment policy statements, asset allocation models and participant-level allocation tools, conducts formal investment due diligence, and accepts co-fiduciary roles under ERISA (including 3(21) and 3(38) services), documenting rollover recommendations in accordance with DOL PTE 2020-02.

Noteworthy operational features include a network of investment adviser representatives and roughly 30 advisors operating under Accelerate’s supervision, several supervised persons who are also licensed insurance producers and may implement commissionable insurance solutions separate from advisory services, and dually registered IARs operating under a joint supervisory arrangement with an unaffiliated adviser in certain states. The firm maintains multiple custodial and platform relationships (including Schwab, Fidelity and Altruist and platform tools such as Fidelity’s FMAX and Altruist’s Model Marketplace), manages roughly $315 million in client assets and provides consulting on about $5.7 billion in retirement plan assets under advisement.