Actis Wealth Management

We utilize a variety of LPL Financial's fee-based account management platforms that can be tailored to your particular needs and preferences.

Optimum Market Portfolios (OMP)

The minimum portfolio size for the OMP program is only $15,000. The Optimum Market Portfolios are ideal for someone who would like to take advantage of an institutional approach to money management, yet may not think that they have a large enough account to access this type of strategy

OMP Brochure

Models & Managers

Sample Quarterly Performance Report

Model Wealth Portfolios

The minimum portfolio size in the MWP program is $100,000.

MWP Brochure

MWP Stat Sheet

Sample Quarterly Performance Report

Strategic Asset Management (SAM)

The minimum portfolio size in the SAM program is $25,000, however it is most efficiently used with portfolios in the $200,000 and above range.

SAM Brochure

Sample Quarterly Performance Report

Personal Wealth Portfolios

The minimum portfolio size for this program is $250,000.

PWP Brochure

Asset Allocation Guide

Manager Mix

Sample Quarterly Performance Report