Portfolio management

One discipline, set to each client.

Portfolio management at Acrylic tailors a program to each client and can use model allocations set to each client's restrictions, needs and targets. Ask Neil, Brandon or Louis how it would work for your clients.

Ask how it would work for your clients.

Portfolio management at Acrylic, as its Form ADV Part 2A (brochure dated March 3, 2026) describes it:

Item 4B
A program built on each client's goals, objectives, time horizon and risk tolerance, with an Investment Policy Statement for each client.
Item 4B
Discretionary or non-discretionary, as the client chooses.
Item 13
Accounts reviewed at least quarterly, and again when markets or a client's life change (Form ADV Part 2A, Item 13, brochure dated March 3, 2026).

Investing in securities involves a risk of loss that clients should be prepared to bear (Form ADV Part 2A, Item 8). Acrylic's Form ADV Part 2A and Form CRS describe its services, fees and conflicts of interest.

How are client portfolios managed today?

How we handle these details is set out in our Privacy notice.