Austin, TX Office

ActiTrust Wealth Management provides discretionary and non‑discretionary investment management to individuals, high‑net‑worth individuals, and business entities, including portfolio construction, asset allocation, and ongoing monitoring framed by a written Investment Policy Statement. Services include direct portfolio management, selection of third‑party advisers, and use of investment vehicles such as mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), REITs, non‑U.S. securities, and private placements.

The firm employs fundamental and quantitative analysis and uses a mix of long‑term and short‑term trading strategies, including margin transactions, while documenting client risk tolerance and investment objectives in each client’s Investment Policy Statement. ActiTrust seeks best execution, implements fair allocation policies across client accounts, and may direct clients to third‑party managers for which it may receive negotiated fee shares.

Distinctive features include a significant non‑U.S. client presence and an affiliated foreign entity, ActiAdvisors Corp, that provides family‑office and investment services to non‑U.S. high‑net‑worth clients and to which firm principals devote material time. The firm also requires clients to use specified custodians, discloses several outside business activities (including insurance, broker‑dealer registration and private aviation services), and may receive research or fee‑sharing benefits from third parties, all of which are disclosed as potential conflicts of interest.