A|C Management Tech LLC is not currently registered as an investment adviser with the U.S. Securities and Exchange Commission or any state securities authority and is not accepting new advisory clients.
Our mission is to provide sophisticated, high-net-worth individuals with disciplined, algorithm-driven portfolio management, exclusively through our secure online
platform.
Our Philosophy We believe in the power of data and technology to remove emotion from
investing.
Services
OUR CORE SERVICE | Algorithmic Wealth Management Services
We provide discretionary portfolio management through our proprietary platform.
Asset Manager Tech is the brand of A|C Management Tech LLC, a technology-driven investment management firm that has developed a digital platform for discretionary, algorithm-driven management of U.S. equity portfolios. A|C Management Tech LLC is not currently registered as an investment adviser and is not accepting new advisory clients.
How does your investment process work?
Clients complete an online questionnaire covering their financial situation, investment experience, objectives and risk tolerance. Based on those answers, our proprietary algorithms manage the account on a discretionary basis. Our team monitors the algorithms daily to confirm they are operating as intended and in line with each client’s stated objectives.
What are your fees?
Our advisory fee is performance-based: 35% of the net profits in the client’s account, calculated annually as of December 31 and upon any withdrawal or termination. We do not charge an asset-based fee. Brokerage commissions, custodian fees and other account expenses are paid by the client and are not included in the advisory fee. Performance-based fees are available only to “qualified clients” as defined in Rule 205-3 under the Investment Advisers Act of 1940, and may create an incentive to take greater investment risk.
Do you have custody of my assets?
No. Client assets are held in accounts in the client’s name at an independent qualified custodian, Interactive Brokers. We have trading authority over the account and may instruct the custodian to deduct our fee, but we never hold client funds or securities.