Actis Wealth Management

At Actis, we believe that the most important ingredient in our investment management process is our independence. We are free from outside influence and pressure from our broker/dealer to "push" any particular investment products or financial solutions. We pride ourselves on our transparency and are willing to discuss our compensation and the value we deliver at any point in the financial planning process. We are equally proud of LPL Financial's similar commitment to transparency and objectivity in the services they provide to us.

Conflict-Free Research

LPL Financial does not create its own investment products or engage in investment banking. Additionally, their research team is compensated based on the performance of their recommendations and the returns of the model portfolios. This makes it so they are not interested in pushing a product, but instead aligns the interests of the research team with our interest - to identify those world-class investment products and solutions best suited to help you work towards your financial goals.

Advancing Your Perspective

Mixing it Up - Asset Allocation

Moving Beyond the Numbers