Actis Wealth Management was founded in 2001 with the aim of bringing an institutional-style investing approach to you. 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 strategies to meet your financial & insurance needs. We will strive to coordinate & simplify our clients’ financial lives so that you can focus on the more important & meaningful areas of your life. At Actis Wealth Management, we act as your own personal “Chief Financial Officer” to provide you with simple, tailored strategies 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 objective guidance before you make financial decisions like saving for retirement, buying a home, sending a child to college, purchasing insurance, etc.
Learn how our distinctive Risk-Managed investment process can be a potential benefit to your overall financial well-being.
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