We are a self-licensed boutique investment firm offering investors access to Simple, Sophisticated investment solutions.
Our 3 Philosophies:
Have Skin In The Game.
Committed towards growing our personal wealth alongside our clients'.
Be the Best In The Game.
Leverage our deep and long experience in equities in advisory yet
maintain the attitude of learning, adapting and evolving.
Provide Simple Sophistication.
Simplifying sophisticated strategies, allowing clients' access to long/short,
protective and option income strategies.
Our Process and Style:
A systematic process of investing is followed; via models and managed portfolios, whilst larger funds are customised for strategic derivatives strategies.
We are not afraid to short while holding a portfolio of quality stocks, careful with position sizing in our models and use asset allocations tactically in managed portfolios. We use factor based scoring system to rate regions, sectors and filter stocks, in addition to the extra layer of qualitative and fundamentally analysis, plus technical analysis in models for better timing.
Whilst providing stockbroking, equities derivatives structuring and managed portfolios to our partner clients and family offices, we service the full financial needs of all clients.
If you share our philosophies and would like to journey and grow with us, please contact us at: contact@acumeninvestors.com.au or call Wai-Yee on +61 425 304 302.