A complete list of active advisors currently associated with Actis Wealth Management

Warmer can help you find a great advisor at Actis Wealth Management or one who fits your needs even better.

Actis Wealth Management provides discretionary asset management, financial planning (both one‑time and ongoing), and retirement‑plan consulting to individuals, high‑net‑worth clients, trusts, estates, and business entities. The firm also offers oversight of held‑away accounts (such as defined contribution plan participant accounts) via a third‑party connection platform while custodial access and account custody remain with the client. Portfolios are generally constructed from model frameworks with client‑specific customization, using a mix of fundamental and technical analysis and allowing strategies such as option writing and active trading when suited to client objectives. The adviser operates with discretionary trading authority, performs at least quarterly account reviews, and implements rebalancing, tax‑loss harvesting, and other tactical adjustments as appropriate. Distinctive elements in the firm’s disclosures include the permitted use of borrowing (margin) and derivatives in separately managed accounts—practices that are uncommon among independent advisers—and explicit treatment of the risks associated with leverage, options, and margin. The firm also provides ERISA 3(38) investment‑manager services for retirement plans, accepting discretionary responsibility for selecting and monitoring plan investment options, a service offering that is relatively uncommon among peers; the firm manages roughly $70 million for about 64 clients.

To learn more about the advisors currently working at Actis Wealth Management, 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.