ACI is an independent investment advisory which provides active traditional and alternative investment management to select individuals, families and institutions.
The highly correlated, low yield and uneven growth rates of today’s global markets have punished investors that relied on a static, traditional mix of stocks and bonds. This style of investing offers minimal opportunity for reaching the returns most investors need, and often struggles to even keep up with inflation.
ACI’s core investment philosophy is centered on active management of both traditional and alternative portfolios with a particular focus on driving portfolio growth using diversified, income focused strategies designed to outpace inflation while preserving opportunities for future capital growth.
Click below to view our short introductory videos or scroll down the page to learn more about ACI’s proprietary investing strategies, or visit our Fund Management page to learn about our traditional fund management practice.
Can ACI help your investments? Core Allocation and Investing Strategies.

EXPECT A DIFFERENCE.
Why ACI? Within our proprietary asset allocation, ACI has taken the concept of investing for income and applied it to a broadly diversified universe of securities, increasing potential yield across an investment portfolio while reducing risks versus a traditionally managed portfolio. Essentially, we’ve blended the diversified portfolio management of firms like UBS, Edward Jones or Wells Fargo with the cash flow focused operating principles of a CEO, making us more Warren Buffett than Merrill Lynch.
We call it “real return investing.”
Alternative Capital Investment’s (“ACI”) believes an investment portfolio should be run like an operating business with clear annual objectives for profit and equity growth, not just to cash in your stocks for an unknown return at some future date while your broker collects a management fee.
A well run business does three basic things; it grows cash flow, builds equity in the business, and grows net worth for the business owners.
While traditional investment portfolios are capable of building net worth (depending on if the market is up or down) they don’t build equity, or cash flow. Portfolios focused on cash flow generally don’t build net worth.
ACI targets hard cash, realized returns to investor portfolios in the range of 1.25% – 2.5% per month depending on client type. 9 – 15% cash net of fees to our clients is targeted annually whether bull or bear market. These targets do not include potential capital gains or capital losses.
ACI uses strategies designed to turn your investment portfolio from a passive asset like your house into an actively managed business that can aggregate cash and simultaneously build equity and net worth. Visit the ACI Philosophy page to learn more.
Is ACI right for my clients? Is ACI right for me? ACI was created to offer professional investment & trade management to institutions and investors concerned with the lockups, limited transparency, withdrawal fees and strict redemption clauses of many alternative asset programs and to provide dynamic management of traditional mutual fund based portfolios.
Our portfolio strategies offer unique and powerful investment opportunities to institutions, fund of funds, money managers, family offices and select individual investors alike. Many of our portfolio strategies are either fully or partially hedged at all times, reducing volatility and correlation while preserving the opportunity for asset growth.
Why should you invest your client’s assets or your own assets with ACI? ACI provides active, hedge fund type portfolio management without many of the risks inherent in hedge funds. Unlike a hedge fund ACI has no lockups or withdrawal penalties, client accounts have complete transparency and 100% access, and ACI is a regulated and registered investment advisor. Most importantly, ACI has no direct access to client funds; our primary custodian is Interactive Brokers LLC. ACI is has no business affiliation with Interactive Brokers except custodial and clearing services for our clients.
Call or email today for more information on what ACI can do for you. info@altcapinvestments.com or 888.407.4472