A complete list of active advisors currently associated with ACI Group

Warmer can help you find a great advisor at ACI Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at ACI Group, 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.

Name	Location	Years of experience
Veska Kita	Chevy Chase, MD	24

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