A Registered Investment Adviser manages the assets of individuals and institutional investors and sits on the buy side of the investment field. He or she must register with the Securities and Exchange Commission (SEC) and any states in which he or she operates.
Advisors Capital Management (ACM) was formed under the principles that each client deserves inexpensive, tax efficient, customized and transparent portfolios. As importantly, these portfolios should work seamlessly with a client’s ongoing financial plan.
The firm’s partners come from backgrounds in both investment management and financial planning. And we have built experienced teams in each of these disciplines. As a fiduciary, all of our investment and wealth planning decisions are made in the best interest of our clients.
Clients can choose a variety of custodians to house their accounts, including Fidelity, TD Ameritrade, and E*Trade.
By placing your interests first, our comprehensive wealth management experience will provide peace of mind and the confidence that you can achieve your lifetime goals and dreams. We welcome the opportunity to learn about you and what you want to accomplish.
ACM goes far beyond what’s required of a Registered Investment Advisor; the entire organization is built around doing whatever it takes to satisfy not only the advisors who work with the firm, but the clients of those advisors as well. It’s that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
ACM offers us access to a variety of portfolios that are truly objective and independently researched by their in-house analysts.
The firm’s advisor-to-staff ratio is one of the best in the industry. This means staff members answer our calls promptly, execute transactions quickly and accurately, and, in general, offer our firm the same first-class treatment we strive to give you.
ACM’s technology platform is a critical component in our ability to provide you with first-class service and support. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial picture.
ACM is second to none in its commitment to safeguarding your privacy and ensuring that your investment data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with will remain secure
We’d be glad to talk with you further or answer any questions you may have about our affiliation with Advisors Capital Managment. Please feel free to give us a call.
*As of 12/31/17
**Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.