Investment management

ACI Selected for 2015 Wealth & Money Management Awards

 

Wealth and Finance International, a print and online magazine dedicated to providing fund managers and institutional and private investors around the world with the latest industry news across both traditional and alternative investment sectors, has named ACI Wealth Advisors as an award winner for two categories in 2015.

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2015 Wealth & Money Management Awards
From Wealth & Finance International: From asset managers to private bankers, financial planners to family offices, the 2015 Wealth & Finance International Wealth & Money Management Awards are dedicated to uncovering and promoting the work and achievements of the very best the financial services community has to offer.

The awards are all about the individuals, firms and departments whose dedication and commitment in all aspects of the role have seen them achieve stellar results for their clients, whether assisting with managing their wealth, planning for the future of their business or their family or providing more general – but no less vital – advice.

The selection and judging process is rigorous and far reaching and we have welcomed nominations from and on behalf of firms throughout the world, from the smallest niche practices to the largest and most powerful global corporations. It is of great importance to us that, throughout every step of the awards process, we do everything we can to ensure that those who do go on to win one of these highly sought after prizes have been chosen purely on merit and based only upon the votes received, the further evidence supplied and our own in-depth in-house research.

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Stock Market Outlook August 2015 S&P 500 Loses 5% in 2 Days. What’s Happening?

 

Stock Market Outlook August 23, 2015

See the below 7 minute video for my current market outlook. I thought I’d release this a couple days early given the big selloff we saw in the market last week.

Summary: Good news–No evidence of an incipient Bear Market as yet.

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Warm Regards,

Dak Hartsock
Chief Market Strategist
ACI Wealth Advisors, LLC.
Process Portfolios, LLC.

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Buffett Buying Out ACI’s Largest Holding

 

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 Buffett Buying Out ACI’s Largest Holding

Precision Castparts announced this morning that it has agreed to be acquired by Warren Buffett’s Berkshire Hathaway for $235 a share, subject to shareholder approval. ACI views this as a validation of the research process for ACI’s Durable Opportunities Portfolio.

Precision Castparts is the largest holding in the Durable Opportunities Portfolio. ACI began buying Precision Castparts in September 2014 and three additional add-on buys were made prior to June 2015. Each ACI buy was below the Berkshire offer price.

Mr. Buffet’s planned acquisition validates the ACI research process for Durable Opportunities and ACI’s view of Precision Castparts as a strong company with superior management and predictable growth prospects that will last for decades, providing investors with desirable long term rates of return.

ACI’s Durable Opportunities Portfolio focuses on buying companies that are going to be around for decades, at or below fair value, which feature ever growing equity for shareholders and target expected returns in the low double digit range – reasonable risk for reasonable return.

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Warm Regards,

Dak Hartsock
Chief Market Strategist
ACI Wealth Advisors, LLC
Process Portfolios

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