A complete list of active advisors currently associated with Acela Capital Management, LLC

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

Acela provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals and high-net-worth families. The firm manages roughly $38 million in client assets across a small client base and may delegate portions of client assets to Independent Managers when appropriate. Its investment approach emphasizes mean reversion, value, and diversification, using both fundamental and technical analysis to construct globally diversified portfolios that can include mutual funds, ETFs, individual securities, options and the securities components of variable annuities. The firm supplements analyst judgment with third‑party analytical tools and proprietary algorithms that incorporate artificial intelligence and machine learning to support data analysis, risk monitoring and portfolio construction. Noteworthy features include the explicit use of AI-supported models and a documented Incident Response Program and information-security procedures, which the firm highlights in its disclosures. The firm also does not vote client proxies (clients retain voting responsibility) and discloses that it may share fees with third‑party money managers it recommends, a referral arrangement it monitors for conflicts.

To learn more about the advisors currently working at Acela Capital Management, 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.