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About Us

WHEN YOU ACT, YOU GET MORE

Who Are We?

At ACT Advisors® we take a team approach to managing your accounts. Together, our team of Financial Advisors serves our entire client base to provide you with exceptional and comprehensive service. Through periodic updates, we stay current on your changing situation to ensure your accounts are managed in light of your current objectives so you can pursue your financial goals.

Our Strengths

When our advisors collaborate to help you pursue your financial goals, they draw from their years of experience and diverse backgrounds to provide a comprehensive investment strategy.

ACT Advisors® are independent. We have no proprietary products, or any other conflicts that can get in the way, so our recommendations are objective. Our team of advisors will develop an investment strategy to help you pursue your financial goals.

Our financial advisors are held to the fiduciary standard. This means that we put our clients before ourselves. When we develop your investment strategy and provide advice to meet your goals, our advisors will act in your best interest.

OUR TEAM

Our team of experienced financial advisors and support professionals is here to offer you outstanding service and support.

OUR HISTORY

Since our founding, we’ve helped our clients pursue their financial objectives and follow their dreams.

OUR PHILOSOPHY

Our investment methodology is focused on helping you get the most out of your investments by building low total cost investment portfolios.

OUR PROCESS

Using our 5 Step Process, we will develop a custom low-cost portfolio designed to reach your unique financial goals.

OUR INDEPENDENCE

As an independent Registered Investment Advisor (RIA), ACT Advisors® has a fiduciary duty to our clients.