Trust. Preserve. Grow.

Acela Capital Management, LLC is an investment advisor registered with the State of California. We manage globally-diversified investment portfolios for individuals, families, institutions and corporations.

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TRUST

We build trust by our independent thinking, critical analysis and complete devotion to our clients. In our opinion, trust is the most important factor attributing to a good investment result, yet the most difficult to achieve. We strive to win your trust with deep knowledge, hard work, dedication, and the highest degree of integrity.

PRESERVE

Our goal is to achieve competitive long-term investment returns while controlling risk. Preserving client assets is the first and foremost objective of our investment strategy. We believe in diversification, not only in asset classes, but also managers and geographies. “Only the paranoid survive” (Andrew S. Grove, Intel co-founder) applies to the high-tech industry as well as investment management.

GROW

Growing the client’s assets is our ultimate goal. We are driven to continually improve our investment results. In an era of money printing, it’s crucial to beat the pace of future inflation.

Our investment philosophy is built upon three pillars: mean reversionvalue, and diversification. Our investment process starts with understanding the client’s needs and risk profile. Then we exercise due diligence to carefully construct an investment portfolio. We monitor investment risk continuously, and proactively adjust portfolios according to market dynamics. We hold ourselves accountable to help our clients achieve their investment goals.

Our Services

Investment Management

Acela Capital manages capital for individuals, families, and institutions, and corporations. We construct a globally diversified, multi-asset class investment portfolio, based on each client’s unique risk profile, investment objectives and time horizon.

Diversification and Hedging

We specialize in developing and implementing diversification and hedging strategies for clients with concentrated stock positions. 

Consulting Services

Acela Capital provides consulting services to individuals, families, institutions and corporations who seek our independent advice on their financial and investment strategies as well as investment selections.

Disclaimer: Advisory services offered through Acela Capital Management, LLC. The publication of Acela Capital’s web site should not be construed by any consumer and/or prospective client as Acela Capital’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.