Investment Management

Acuity has taken the investment management strategies created by the world’s smartest minds, including Nobel Prize winners, and democratized them for both our private and retirement plan clients.

Thirty years of data show that the average “individual” investor only captures a third of the available returns from their investments annually while the average “institutional” investor captures 109%. Why such a dramatic difference? Individuals typically invest with emotions, while institutional investors invest with a plan, including an investment policy statement which includes a predetermined asset allocation, rebalancing strategy and criteria with which each investment component must meet or exceed to ensure the desired outcome.

As a Registered Investment Advisor and with no proprietary investment products, Acuity has access to the most advantageous share classes with low minimums.