Actis Wealth Management

Through our partnership with the independent broker/dealer LPL Financial, we have virtually unlimited access to the investable universe. In fact, we often recommend solutions provided by firms that would traditionally be viewed as our competitors. We like to let the cream rise to the top regardless of who is sponsoring the investment product. When a product or service is not able to be recommended by us, it is almost always due to the fact that we have deemed it unacceptable compared to other offerings in the industry.

We are also free to recommend insurance and annuity solutions from nearly every insurance carrier in the world. The only insurance products we are not able recommend are those from companies that only offer their products through captive, company-controlled insurance agents. These types of products are rarely offered in a competitive landscape due to their higher costs or limited benefits. In fact, we very much enjoy comparing our recommended insurance solutions to those of the captive insurance providers.