Actis Wealth Management

Actis Wealth Management was founded in 2001 with the aim of bringing an institutional-style investing approach to individuals and businesses. We feel that individual investors should benefit from the same type of investment access and asset allocation processes that are utilized by the world's largest institutions, including pension funds and university endowments.

We are committed to understanding our clients' unique lives and provide custom-tailored solutions for their financial & insurance needs.

We will strive to coordinate & simplify our clients' financial lives so that they can focus on the more important & meaningful areas of their lives

At Actis Wealth Management, we act as your own personal "Chief Financial Officer" to provide you with simple, tailored solutions that can help you pursue financial freedom. By having a personal relationship with us, you no longer have to rely on the information you receive from sales people and others who are paid only when you purchase what they are selling. Instead, you can turn to us for unbiased guidance before you make financial decisions like saving for retirement, buying a home, sending a child to college, purchasing insurance, etc.