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Clarity First.
Strategy Second.
Integrity Always.
Adaptive Investment Management. Advanced Wealth Planning. Independent Fiduciary Advice.
ACANTO | LLC is an independent Registered Investment Adviser combining proprietary adaptive investment strategies with advanced wealth planning.
We integrate quantitative portfolio management with retirement-income planning, Roth conversion strategies, tax-aware investing, insurance solutions, and estate coordination—so investment, income, protection, and legacy decisions work together.
Our investment process is built around momentum, risk parity, and adaptive allocation. Our planning process connects those strategies to each client’s accounts, tax treatment, income needs, and long-term goals.
Clarity is not the destination. It is how we identify better strategies and implement them with discipline.
Better Strategy Starts With Clarity.
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Click the image to watch the 2-minute overview.
One Page. One Complete Picture.
AccountsAssetsLiabilitiesInsuranceRelationships
- All accounts
- All assets
- All liabilities
- All insurance
- All relationships
Asset-Map® helps us see how your financial life fits together before we recommend anything.
Start with a 30-minute introductory call and a one-page financial overview.
The Acanto Process
Financial decisions should not be made in isolation.
01
Clarify the Opportunity
Identify the investment, retirement, tax-aware planning, insurance, business-owner, or estate issue that matters most. Use focused discovery and Asset-Map® where appropriate to understand the client's unique situation without forcing every engagement through unnecessary complexity.
02
Analyze What Matters
Review the relevant accounts, tax returns when appropriate, income needs, liabilities, insurance, estate documents, and existing plans. Focus the analysis on decisions that can materially improve the client's financial outcome.
03
Build the Strategy
Design the appropriate adaptive portfolio, retirement-income strategy, tax-aware investment plan, insurance solution, estate coordination, or comprehensive financial roadmap.
04
Implement & Adapt
Open and manage accounts, coordinate outside professionals, implement approved strategies, and adapt as markets, regulations, and client circumstances evolve.
What We Build With You
Wealth Snapshot
See the full household balance sheet in one place.
- All accounts and assets
- Liabilities and obligations
- Insurance and estate overview
Cash-Flow Planning
Understand income, expenses, taxes, distributions, and retirement funding.
- Retirement income modeling
- Tax-aware distribution planning
- Scenario comparisons
Scenario Testing
Compare different strategies before making irreversible decisions.
- Roth conversion analysis
- Retirement timing options
- Estate and legacy projections
Investment Implementation
Use adaptive, rules-based portfolios only after the planning picture is clear.
- Momentum-based allocation
- Risk-aware rebalancing
- Ongoing portfolio review
Built with Intelligence. Applied with Integrity.
Acanto's investment process combines momentum, risk parity, and adaptive allocation to build portfolios designed to adjust as market conditions change.
Nobel laureate Eugene Fama, widely known as the father of the efficient market hypothesis, called momentum "the premier anomaly" in finance.
Blended Strategy
Adaptive Framework
Combining complementary strategies to reduce dependence on any single market regime. Designed to adapt across market cycles by blending momentum, risk parity, and regime-aware allocation into one coordinated portfolio.
All Asset Momentum
A Tactical All-Asset Strategy
Tested across 4,000+ parameter iterations and 150 years of market data. A tactical all-asset rotation framework built on persistent momentum signals across US and foreign stocks, bonds, real estate, commodities, and cash.
Top 20 Concentrated Equity
Equity Momentum Strategy
Validated across hundreds of parameter combinations. A concentrated equity strategy that holds the 20 strongest-trending stocks from the largest 1,000 global equities traded in the US.
Latest Research & Commentary
Original research, market education, tax-aware planning insights, and practical commentary from Acanto. New articles connect the firm's investment framework with the real decisions facing investors, retirees, business owners, and financial professionals.
Research Paper
Blended Portfolio Framework
How combining momentum, risk parity, and regime-aware allocation into one coordinated portfolio can reduce dependence on any single market regime.
May 202612 min read
Retirement & Tax Planning
Roth IRAs & Roth Conversions
Paying tax sooner can be valuable—but only when the long-term math, cash flow, and estate plan support it. Learn how conversion timing and the inherited-IRA ten-year rule can affect your family.
August 20266 min read
Retirement & Tax Planning
Understanding Life Insurance
Start with the financial risk, not the product. Learn how to compare term and permanent coverage, evaluate policy guarantees, and identify the questions a responsible recommendation should answer.
August 20267 min read
What Our Clients Say
Verified reviews from clients who have found clarity and confidence with Acanto.
"His feel for the market is second to none. He seems to always be a half step ahead of the crowd. The way he manages risk in the most uncertain of times is remarkable."
Verified Client
Investments • Risk Management
Verified by Indyfin
"He is very knowledgeable of the markets and is a good listener. He is polite and easy to converse with on most any subject. He is honest and will put your best interest first. I would highly recommend him."
Verified Client
Financial Planning • Advisory
Verified by Indyfin
"I'm grateful for his guidance. I sleep well at night knowing he's at the helm."
Verified Client
Retirement • Entrepreneur • Investments
Verified by Indyfin
Financial Clarity Resources
Explore guides and research designed to help you make better tax, retirement, and investment decisions.
Blended Strategy: Adaptive Framework
How combining complementary strategies can reduce drawdown risk. Click to read or download.
Creating a Financially Organized Life
A practical guide to organizing the information needed for a clearer financial picture. Click to read or download.
Ready to see how the pieces fit together?
Start with a financial clarity review and Asset-Map® discovery session.
Start Your Asset-MapBook a 30-minute introductory call — we can discuss your situation, or complete your Asset-Map® together over Zoom.