ACCUMULATION STRATEGIES

Overview

Accumulation Strategies is a small, independent registered investment adviser operating as a sole proprietorship that focuses on individual and family clients and small-business owner relationships. The firm markets a combination of financial planning and portfolio management services, charging clients on a percentage-of-assets basis and for some work on an hourly basis. Its investment posture is equity-oriented: the firm shows a clear preference for exchange-traded equities and ETFs as the core engine of client portfolios, while using fixed-income and insurance products to manage income needs and portfolio risk. The adviser manages all client assets on a discretionary basis, indicating active day-to-day portfolio oversight rather than purely model- or advice-only relationships. Accumulation Strategies does not present itself as an ESG-focused or multi-state adviser, and it does not act as a pension consultant or related adviser to other RIAs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices