About
Strive To Get It Right.
Acertado Investments operates with a straightforward principle: strive to get it right for its clients.
As a fee-only fiduciary, Acertado Investments is not tied to any large organizations or obligated to promote specific products. Its sole commitment is to act in your best interest.
The founder, experienced in constructing and managing portfolios for large investment and wealth management firms, started Acertado Investments to customize financial management for people wanting to transition into retirement.
Acertado develops financial plans and investment portfolios that consider your tax situation and comfort with risk to achieve your goals.