Acrylic Financial, Inc.

Acrylic Financial, Inc. provides portfolio management and financial planning to individuals (including high‑net‑worth clients), other investment advisers, corporations, and pooled investment vehicles. The firm reports approximately $58.4 million in discretionary assets under management and offers ongoing services such as Investment Policy Statements, regular portfolio monitoring, and referrals to third‑party managers when appropriate.

Acrylic tailors each client’s program to their goals and risk tolerance, documenting recommendations in an Investment Policy Statement and reviewing accounts at least monthly. The firm combines asset‑allocation frameworks with active momentum/moving‑average models and draws on fundamental and technical analysis and modern portfolio theory, while offering both discretionary and non‑discretionary management and the option to allocate to third‑party managers or alternative vehicles.

Acrylic is the manager of a private hedge fund (Acrylic Explorer Fund LP) and includes pooled investment vehicles among its client types, which the firm may recommend to suitable clients. The firm also maintains affiliations with a broker‑dealer and insurance businesses and permits representatives to sell commissionable insurance and brokerage products; those relationships and any referral or outside compensation are disclosed in its Form ADV and identified as potential conflicts that the firm addresses through policies and disclosure.