Actus Capital Management is our sister firm, providing Actus Wealth Strategies clients with complementary investment management services in house, including portfolio design, trading and capital deployment. We have proprietary portfolio models, and we also custom build portfolios, with a focus on growth as well as protection from downturns. Here are just some of the services we provide to business owners, individuals & families, and financial advisors.
Actus Capital Management Services
- Custom Portfolio Design
- Wealth Management
- Investment Advisory
- Financial Planning
- Retirement Planning
- Group Plan Management – 401(k) Plans, IRAs, and Pensions
- Stock Trading
- Options Strategies – Covered Calls, Direct Indexing
- Income Generating Strategies
Actionable Strategies. Innovative Solutions.
Both of our firms are focused on solving financial problems. As independent firms with access to a universe of strategies to help deliver positive outcomes, Actus Wealth Strategies provides business growth and exit and individual wealth strategies, while Actus Capital Management provides you with a deep dive into finance with in-house investment, portfolio, and wealth management services.
