Being Our Client


We Listen

As a client, our mission is to enable you to pursue your dreams. In order to create a personalized investment plan that is aligned with your goals, our advisors listen to you. We listen to your dreams, your must have needs, your life’s work, your successes, your concerns, and whatever else you’d like to share. We listen to you to assess your comfort with risk and we develop an investment strategy based on your unique profile.

After we implement your investment plan, we periodically reach out to you to review your accounts. During our reviews, we listen. We find out what’s new and if you have any concerns. If necessary, we make adjustments to your portfolio, rebalancing or reallocating as required, pursuing only those courses of action that are well-suited to your objectives.

We Provide You with Ongoing Personalized Service

We pride ourselves in the exceptional personalized service we provide our clients. In addition to our periodic reviews, we will be in regular communication with you to keep you updated on the markets and on your accounts. You will receive statements outlining the details of your holdings and their performance. With Account View, you will have 24 hour online access to your accounts and you’ll be able to view your statements and account documents electronically if you choose.

We Are Here When You Need Us

Unlike many other firms, the Financial Advisors at ACT Advisors® take a team approach and collaborate to manage your accounts. If your primary advisor is unavailable, there will always be another advisor familiar with your accounts, who is here to help you. In addition to our advisors, our support staff is dedicated to assisting you with any paperwork processing, distribution processing, or online account access questions.

In-Depth Portfolio Review​

During our initial fact finder meeting, we’ll evaluate your current investment strategy. Then each year we will provide you with an in-depth portfolio review to ensure your accounts are being managed in light of your current objectives and goals.

Independent Investment Strategies​

As fiduciaries, we are required to act in your best interest at all times and disclose any potential conflicts of interest. Our team of advisors will develop an investment strategy to help you reach your financial goals.

Ongoing Monitoring and Communication

Individualized service and support are of paramount importance to us. In periodic account reviews, our advisors will discuss your changing needs and, if necessary, realign your objectives. Then, we’ll review your goals and the progress we’ve made towards reaching them.​