ACI Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ACI Group provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, and corporations. Its offerings include discretionary portfolio management and investment allocation, comprehensive financial planning, business planning, and corporate retirement-plan advisory with participant education and plan-design support.
The firm tailors advice through an initial consultation, periodic account reviews and annual planning meetings, and will accept client-imposed restrictions on investments when requested. Investment methods combine fundamental and technical analysis and employ strategies such as strategic and tactical asset allocation, core-and-satellite, long-short positions, tax-advantaged municipal bond laddering and alternative-asset exposure, with risk measures noted such as standard deviation, semi-variance and the Sharpe ratio.
Noteworthy features include a formal communications and education program—periodic market newsletters and occasional client seminars—which is relatively uncommon among similar independent advisers. The firm also describes a broad investable universe (including ETNs, private placements, structured products and limited partnerships) and provides both individual and corporate retirement-plan services while managing approximately $4.5 million for about 49 clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 0.375% quarterly $500,001 - $1,000,000: 0.3125% quarterly $1,000,001+: 0.25% quarterly
Fee-only: Hourly fee for financial and business planning services: $350 per hour billed in half-hour increments; recurring quarterly fees based on same hourly rate may be charged
Main office
Chevy Chase MD
Advisors at this office
1
Most active in
District of Columbia · Maryland · Virginia
Also doing business as
Aci Group · American Capital Investments Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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