For AdvisorsSub-advisory

Your RIA, with Acrylic at the core.

For advisors who run their own RIA. Acrylic can manage portfolios for your clients as a sub-adviser, inside the relationships your firm already holds.

Speak with Neil, Brandon or Louis See who does what

At the coreAcrylic

The ringYour firm

In orbitYour clients

A tilted orbit plate. Acrylic stands at the core. Around it sits a glass ring, your firm. Your clients ride the orbits around that ring.

A section through the orbit

Who does what, from the core out

  1. At the core

    Acrylic

    Portfolio management for your clients: investment strategy, asset allocation, asset selection and regular portfolio monitoring.

    Acrylic acts as a fiduciary when providing advisory services. Some Acrylic advisors are also registered representatives of Brooklight Place Securities, Inc., an affiliate, or licensed insurance agents, and may earn commissions in those roles. Form CRS and Form ADV Part 2A explain how.

    Form ADV Part 2A, Items 4, 5E and 10A

  2. The ring

    Your firm

    Your firm keeps its name, its registration and its place between Acrylic and your clients.

  3. In orbit

    Your clients

    Your clients keep working with you. The meetings, the planning conversations and the calls stay with your firm, and their portfolios are managed at the core.

Questions to bring to the first conversation

The answers decide whether sub-advisory fits the way your firm works.

  1. Who holds each client agreement?

    Start here. The answer shapes the rest.

  2. Where are your clients’ assets held today?

    And whether any account would need to move.

  3. Which strategies fit your clients?

    Bring the restrictions your clients already have.

  4. How are fees set, billed and shown to clients?

    Ask to see every fee in writing.

  5. Who talks to whom, and when?

    Name the people on both sides before anything starts.

Two ways to work with Acrylic

Not sure which fits? The same people answer both.

Join Acrylic

The ring your clients orbit
Acrylic, with you on it
At the core
Acrylic

Your practice moves to Acrylic, and you work as an investment adviser representative of Acrylic.

How a move works

Sub-advisory

The ring your clients orbit
Your firm
At the core
Acrylic

Your RIA stays yours. Acrylic provides portfolio management at the core, inside your client relationships.

Start with a conversation

Neil, Brandon or Louis can walk you through what a sub-advisory arrangement with Acrylic involves, fees included, and whether it suits the way your firm works.

Speak with Neil, Brandon or Louis Read the Form ADV

Portfolio management, as described on this page, is set out in Item 4 of the Acrylic Financial, Inc. Form ADV Part 2A, brochure dated March 3, 2026; Item 7 of the same brochure lists other investment advisers among the types of clients Acrylic serves. The Form ADV and Form CRS are on the disclosures page.