24Acres

24Acres provides ongoing portfolio management and integrated financial planning to individuals and high‑net‑worth individuals, delivering tailored Investment Policy Statements that document each client’s goals, income, tax considerations, and risk tolerance. Financial planning is included as part of portfolio management services, and the firm charges asset‑based advisory fees.

The firm typically manages accounts on a discretionary basis and applies fundamental analysis and modern portfolio theory to construct portfolios and monitor risk. Implementation can include long‑term equity and fixed‑income positions as well as margin and options trading (including covered and uncovered strategies), and the firm’s stated investable universe includes mutual funds, ETFs, TIPS, REITs, annuities, commodities, non‑U.S. securities, private placements, and venture capital funds—each of which carries distinct liquidity, leverage, and regulatory risks.

Noteworthy elements relative to many peers include a small client base (16 clients) with roughly $13.9 million in assets under management and an unusually broad use of less liquid and alternative vehicles alongside options and margin strategies. The firm requires custody with Schwab Institutional, discloses receipt of soft‑dollar research and other Schwab services, does not aggregate trades for multiple clients, and describes policies for fair allocation of limited opportunities (such as IPOs) and a written Code of Ethics to address potential conflicts.