Aceeda

Investment Advisory Services

We offer and provide customized investment advice, asset allocation advice, and investment research based on the Client’s individual needs, goals, and objectives. We also offer advice on securities, investments, retirement accounts maintained in the Client’s portfolio at the time the client engages us for service. Investments are predominantly, but not limited to stocks (equity), Treasury bills/notes/bonds, corporate/municipal bonds, and stock options.

We take an owner mentality to investing in the stock market, with a focus on long-term growth over short-term stock price fluctuations. Thus, we typically create portfolios containing a diversified group of 15-30 securities of thoroughly-researched, competitively advantaged companies that we plan on holding for a long time period.

Aceeda provides investment advice to the following types of clients: Individuals (including high net worth individuals), trusts, estates, or charitable organizations (non-profits, faith-based organizations, foundations), corporations, limited liability companies (LLC), general partnerships, limited liability partnerships (LLP), or business entities other than those listed previously.

Retirement Account Management Services

We provide comprehensive Retirement Account Management Services to help clients navigate their retirement savings options with confidence and clarity. We have a fiduciary duty to our clients, and therefore we act in the best interests of clients when providing investment management services and investment advice for Individual Retirement Accounts (IRAs). By prioritizing fiduciary responsibility, tax efficiency, and personalized portfolio management, Aceeda helps clients make informed decisions to maximize their retirement savings and financial security for retirement.

Investment Philosophy

Aceeda’s investment philosophy is based on using Philip Fisher’s growth investing approach, combined with Ben Graham’s value investing approach (also made famous by Warren Buffett) when needed. We heavily use fundamental analysis and sometimes use technical analysis in developing personalized investment strategies for each Client.