Professional Management Service

 Ace Capital offers a concierge, 'Total Wealth Management' approach to make our clients' financial lives potentially safer and more profitable. Total Wealth Management covers topics such as:

  • Tactical Investment Strategies

Tactical investment strategies is a broadly defined category in which asset management techniques vary amongst managers. Generally speaking, tactical investing attempts to miss equity market declines by rotating through asset classes or market sectors, while shorting is an effort to hedge. Allocations may be shifted as often as daily, weekly or monthly.

In our view, the prudent use of tactical investment strategies is to maximize the opportunity for investment compounding for as long as possible, and attempt to minimize the impact of only the larger market declines that harm cumulative returns. Client's tactically managed investment accounts are managed by Ace Capital, but the assets are held at a custodial bank such as, but not limited to, TD Ameritrade Institutional. This relationship serves as a layer of transparency and safekeeping. Our standard fee is 0.75% annually based on assets managed by the firm. 

  • Guaranteed Wealth Solutions

Whether the goal is to produce lifetime income, advanced cash management strategies and/or protection from the unforeseen; insurance is a key component for 'Total Wealth Management' in most client situations. 

  • Tax Reduction Planning

Working with our Client's CPAs and/or Accountants it is our objective during the 'Total Wealth Management' process to reduce the tax liability each year. This requires our firm to stay abreast of the ever-changing tax environment. 

  • Legacy Transfer Solutions, and much more.

'Total Wealth Management' incorporates legacy planning as part of achieving our client's financial goals. Ace Capital helps create a lasting legacy for future generations or philanthropic gifting. 

There is an Ace Capital representative available 24 hours a day, 7 days a week and 365 days a year to answer questions and provide advice.

Do - It - Yourself

Ace Capital created the Do - It - Yourself service to open up our research, portfolio positions, and real time trade notifications to investors who want all the probabilities of success. The Do - It - Yourself service was designed for the client that wants to:

  • keep complete control of their investment execution decisions,
  • learn the Ace Capital investment methodology and processes first hand,
  • keep a custodian Ace Capital currently doesn't use, or
  • use a broker/financial advisor that you might have an established relationship.

There is an Ace Capital representative available 24 hours a day, 7 days a week and 365 days a year to answer questions and provide advice.  

401(k) & 403(b) Helper

Retirement accounts such as 401(k)s, 403(b)s, 457 Plans and Thrift Savings Plans (TSP) are the most underserved accounts in the United States, in our opinion. Ace Capital developed the 401(k) & 403(b) Helper to address the needs and concerns by both plan sponsors (i.e. Company) and/or plan participants (i.e. Employees). This service can be implemented to help an entire company, an individual specifically, or both. 

Plan Sponsors (i.e. Company)

The 401(k) & 403(b) Helper decreases the fiduciary liability, that most entities assume by offering a retirement plan, by offering each participant a custom active tactical investment management portfolio. This is done by creating custom risk tolerance based model portfolios that range from Income, Conservative, Moderate, Growth, and Aggressive Growth.

In addition to providing the risk tolerance based model portfolios, Ace Capital will analyze and produce a report quarterly detailing the investments, education programs for employees, plan design, new guidelines, fees, and much more. 

If you would like a custom analysis done of the retirement plan please reach out to us directly to learn what is needed. 

Plan Participants (i.e. Employees)

If an employee of a firm would like to have Ace Capital professionally manage their 401(k), 403(b), Thrift Savings Plan or 457 Plan individually this service will also accomodate that request. Ace Capital starts the process by determining the risk tolerance of the plan participant (i.e. Employee) via an interactive risk tolerance questionnaire. Secondly, our firm custom maps the funds and investment options specific to the employees retirement plan to our traded asset classes. Thirdly, the retirement account is then custom managed using our unique tactical investment methodology. When Ace Capital makes an investment change the employee is notified regarding their individual retirement account with specific information such as: 

  • Name of the investment that is specific to their retirement plan
  • Symbol of the investment that is specific to their retirement plan
  • Portfolio Allocation Percentage 

This active tactical investment management gives the participant the potential for a safer and more profitable investing experience. If your company's retirement plan isn't listed when signing up please contact us directly and we will add the company's retirement plan to the list.

There is an Ace Capital representative available 24 hours a day, 7 days a week and 365 days a year to answer questions and provide advice. Money doesn't sleep or take vacations and neither does Ace Capital.