A complete list of active advisors currently associated with Acrylic Financial, Inc.

Warmer can help you find a great advisor at Acrylic Financial, Inc. or one who fits your needs even better.

Acrylic Financial provides portfolio management and financial planning to individuals (including high‑net‑worth clients), corporations, other investment advisers, and pooled investment vehicles, and it also offers advice on assets under advisement. The firm delivers both ongoing discretionary and non‑discretionary portfolio management alongside one‑time and ongoing financial planning services. Acrylic documents client objectives in an Investment Policy Statement and applies a mix of asset allocation, fundamental and technical analysis, and modern portfolio theory; it uses both passive approaches and active models based on moving averages and proprietary momentum signals that can result in monthly model trading. The firm also selects and monitors third‑party managers and may allocate client assets to pooled vehicles or separately managed accounts as part of its implementation options. The brochure highlights a number of features that distinguish Acrylic from many peers: it acts as manager/adviser to a firm‑sponsored private pooled vehicle (a hedge fund) and provides portfolio management for pooled investment vehicles, arrangements that raise specific custody and conflict‑of‑interest considerations. The firm also discloses affiliated broker‑dealer and insurance activities and the use of referral/solicitation compensation, and notes that certain supervised persons may receive commissions for brokerage or insurance sales; these relationships and compensation practices are described and monitored in the brochure.

To learn more about the advisors currently working at Acrylic Financial, Inc., 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.