Philosophy

 

Ace Capital’s philosophy is to establish a 'Total Wealth Management' approach utilizing state-of-the-art technology. This helps to potentially increase the probability clients will obtain their financial goals and objectives. Total Wealth Management stems from four key realizations which are:

#1

'Active Investing' is necessary to take advantage of constantly changing investing climates

 

 

#2

'Diversification' across asset classes is not enough to sufficiently minimize risk

 

 

 

#3

'Liquidity' has never been more important, especially when considering unforeseen life changes

 

 

#4

'Success' must be redefined as more than just yield in order to account for personal factors such as: risk management, opportunity costs, asset growth, and practicality

 

These realizations led Ace Capital to implement a unique investment methodology as the foundation of every ‘Total Wealth Management’ plan called Sector Based Institutional Volume Trend Following Analysis.

This unique methodology is the algorithmic processing of institutional long-term supply and demand utilizing robust trading systems across a broadly diversified set of markets. Our methodology focuses on capital preservation while attempting to provide positive annual returns.