Acumen Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management to individuals and institutions, managing both equity and volatility portfolios. Portfolios are constructed from exchange-traded funds and individual equities and implemented using option-writing and volatility strategies as part of its advisory services.
Its investment approach emphasizes volatility securities and derivatives: equity portfolios employ collateralized put-write and covered-call strategies with options fully covered and no leverage, while volatility portfolios are driven by a proprietary model that trades volatility futures and can take long or short volatility positions. The brochure notes these strategies can involve frequent trading, higher transaction and tax costs, and material risk of loss when volatility signals prove incorrect.
Client accounts are held with a qualified custodian that sends quarterly statements directly to clients and provides online access, and the firm accepts discretionary trading authority for managed accounts. The prominent use of derivatives (both options and volatility futures) as primary management tools and a proprietary volatility model distinguish the firm from many independent advisers.
Client services
Expertise
Fee options
2% annually
Main office
Clive IA
Advisors at this office
1
Most active in
Iowa
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
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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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