Products

Effective asset allocation can help ensure that you will have the liquidity you require while at the same time strive to grow the value of your assets to meet your financial aspirations.

Equities

We utilize a broad array of proprietary and non-proprietary research to meet each client’s unique investment objectives. We offer enhanced trading and execution platforms for all products including common and preferred stocks, domestic and international equities, depository receipts and sophisticated option strategies.

Fixed Income

Fixed income is a critical component of every investment portfolio. We have access to a wide array of offerings to provide our clients with U.S. Treasuries, Government Bonds, Certificates of Deposit, Municipal Bonds, Zero Coupon Bonds, Mortgage & Asset Backed Securities and Convertible Securities.

Managed Products

We offer a broad array of managed products, providing our clients with access to some of the nation’s leading money managers. We provide clients with access to programs that specialize in various multi-disciplined investing services. Through these instruments we are able to provide investors with access to almost any asset class, industry sector and investment style.

Alternative Investments*

ACP takes pride in offering clients access to a unique host of alternative investments which include structured products, limited partnerships and unit investment trusts. We undergo an extensive due diligence process to provide clients with the most modern and innovative strategies available.

In addition, ACP is passionately committed to providing our clients with private and public equity financing that we consider to be our most dynamic opportunities available. We utilize our extensive network of industry contacts to offer our highest quality early-stage investment opportunities to accredited investors. We seek to level the playing field by offering high net-worth individuals the ability to invest in what we believe to be our most compelling opportunities which are normally reserved for institutional investors. Our goal is to uncover those early-stage companies that are uniquely positioned with the team, technology, experience and passion that can make them the leaders of tomorrow.

Services

At ACP we realize that every individual’s financial needs are unique. We take pride in our relationships which are built on open communication, mutual education, trust and integrity where the highest level of customer service is our top priority. From personal planning to performance reporting we can assist you at every phase of evaluating, allocating, accumulating and preserving your wealth.

Wealth Evaluation

Knowledge is power. We draw on years of experience in the financial services industry to help clients understand and evaluate every vehicle selected to put their money to work.

Wealth Allocation

Unlike large public financial services firms, we do not seek to over diversify client portfolios in paper assets that may provide a false sense of security while providing little in the way of growth.

Wealth Accumulation

While we believe that every investor should dedicate a portion of their assets to being safe and secure, true wealth creation is only realized through a willingness to take calculated risk.

Wealth Preservation

At ACP we take a “bottom up” approach to asset allocation rather than the typical “top down” approach. Providing guidance to our clients on their highest risk investments is our main concern.

Full Service Brokerage Account

Resource Checking Account

Pro Cash Plus Account