A complete list of active advisors currently associated with Acumen Associates LLC

Warmer can help you find a great advisor at Acumen Associates LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Acumen Associates LLC, 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.