Accelerate Retirement

Accelerate Investment Advisors serves individual and high‑net‑worth clients, trusts, corporations and employer plan sponsors, offering discretionary and non‑discretionary investment management, financial planning, and comprehensive retirement plan consulting and pension services. The firm delivers both retail portfolio management and plan‑level services such as provider research, plan design consulting, participant education and fiduciary due‑diligence.

The investment approach emphasizes retirement‑plan due diligence and fiduciary compliance under ERISA, including acceptance of co‑fiduciary roles (3(21) and 3(38)), creation and monitoring of participant asset‑allocation models, and ongoing investment monitoring and rebalancing. Portfolios are constructed from mutual funds, collective investment trusts, ETFs and individual equity and fixed‑income securities (and may include covered options), with a generally long‑term focus while allowing shorter‑term trades when warranted.

What is distinctive about the firm is the combination of a 31‑advisor IAR network and roughly $242.8 million in regulatory AUM while providing consulting on approximately $3.36 billion in retirement plan assets under advisement, reflecting a significant emphasis on plan consulting relative to its AUM. In addition, several supervised persons are licensed insurance professionals who implement insurance recommendations through Insurance Services by Accelerate (California) and receive commissions that are separate from and not used to offset advisory fees.