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The Aqueduct Strategy

 

A proven investment strategy that can help financial advisors and their clients build wealth.

The Aqueduct Strategy (TAS) allows forward-thinking financial advisors the ability to outsource all or a portion of their clients' portfolio management to a tenured investment professional and fellow RIA who has years of experience managing client holdings.​

TAS has a long and proven track-record of outperforming (a) the S&P Total Return Index (b) Endowments as studied by NACUBO-TIAA.

Ariel Acuña, creator of TAS, is available to coach advisors on how to manage client expectations as the TAS methodology comes into play.  He aims to partner with Registered Investment Advisors to help them keep their clients invested in the strategy over time.

 

ABOUT

Advisors can access The Aqueduct Investment Strategy (TAS) through the Fidelity Separate Accounts Network.

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