A complete list of active advisors currently associated with Acertado Investments
Warmer can help you find a great advisor at Acertado Investments or one who fits your needs even better.
Acertado Investments provides investment management, financial planning, and retirement plan consulting to institutional pooled vehicles, employer plan sponsors, and individual clients. The firm operates on a fee-only basis and may manage client accounts on a discretionary basis while establishing investment policies and asset-allocation targets tailored to each client’s objectives. Its investment approach combines modern portfolio theory and fundamental analysis and uses a mix of passive and active funds, ETFs, and individual securities to construct diversified portfolios consistent with clients’ risk tolerance and tax considerations. For retirement-plan clients the firm advises on investment policy design, investment review and recommendations, fee analysis, participant education, and vendor evaluation, and performs these services as an ERISA fiduciary where applicable. Formed in 2024, the firm reports no assets under management or client accounts as of the brochure date, reflecting an early-stage practice led by a principal with prior institutional investment and consulting experience. The inclusion of employer retirement-plan consulting alongside traditional investment-management and both project-based and ongoing financial planning services is notable given that few peers in this category offer pension/plan consulting.
To learn more about the advisors currently working at Acertado Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Lauderdale, FL
| 1
|
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