Algorithmic wealth management for sophisticated investors. We use advanced, proprietary algorithms to monitor markets and manage your portfolio with precision and discipline.
2+
2016
We believe in the power of data and technology to remove emotion from investing. Our platform is designed to deliver institutional-grade strategies with transparency and efficiency, making high-level investment management accessible.
OUR CORE SERVICE | Algorithmic Wealth Management Services
We provide discretionary portfolio management through our proprietary platform. Once you set your investment profile, our algorithms take over, making real-time decisions to keep your portfolio aligned with your strategy.
The Foundation of Everything, We Do
Your Success is Our Success
We are fee-only and performance-based. We succeed only when your portfolio does, creating a powerful alignment of interests.
Built for You, Online
Enjoy a streamlined, secure, and transparent investment experience. Manage your account and access insights 24/7 through our platform.
Discipline Over Emotion
Our systems execute based on predefined logic and vast data analysis, helping to avoid behavioral biases and maintain a steady course.
Powered by Intelligence
Our proprietary algorithms are engineered by experts to systematically identify and act on market opportunities.
The Future of Asset Management
is Here
Get started
A|C Management Tech LLC — An SEC-Registered Digital Adviser
Algorithmic
Transparency
Performance
Aligned
Disciplined
Empowering Data ⎯ Driven Investments.
Institutional investment strategies, reimagined for the individual investor.
Take the First Step Toward Smarter Investing
(Provide your details below to begin the onboarding process and see if our strategy is right for you.)
WHY CHOOSE A|C?
Choosing The Right
Financial Planning Team
SEC Registered Investment Advisor
We leverage advanced algorithms to manage your portfolio with discipline, providing clarity and confidence in your investment strategy.
Client Experiences That Speak for Themselves
«Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.»
“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a «small project».
I was very satisfied & would recommend.”
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From Finovate Experts
Financial Planing FAQ’s
Common questions on financial planning and investing
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 and maintain your strategy. You can monitor everything through our platform.
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.