What is A|C Management Tech LLC?
We are an SEC-registered investment adviser that provides discretionary investment management services exclusively through our digital platform. We use proprietary algorithms to manage portfolios of U.S. equities for sophisticated, high-net-worth individuals.
How does your investment process work?
1. You complete an online questionnaire to define your risk profile and investment goals.
2. Our algorithm creates a personalized investment strategy.
3. You fund your account, which is held in your name at our custodian, Interactive Brokers.
4. Our algorithms take over, making discretionary trades to execute
What are your fees?
Our advisory fee is a performance-based fee of 35% of net profits, calculated annually and upon withdrawal. We do not charge commissions, hidden fees, or asset-based fees. Our interests are directly aligned with your success. For complete details, please see our Form ADV Part 2A and Form CRS.
Do you have custody of my assets?
No. Client assets are held in segregated accounts in the client’s name at our qualified custodian, Interactive Brokers. This provides an additional layer of security and separation.
What is your account minimum?
The minimum account size to open an account is $500,000.
Will I interact with a human advisor?
We are an Internet-Only Adviser. The primary management of your account is conducted by our algorithms. You will not interact directly with an investment advisor for portfolio management.
However, our team is available for client support regarding the platform, account administration, and general inquiries.
How do you protect my data?
Respuesta: We employ multiple security measures, including encryption and secure cloud infrastructure.
You can read more about our practices on our Security page.