ABOUT

Origins of The Aqueduct Strategy

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It was 2001— and long-time financial advisor Ariel Acuña was in the middle of the worst bear market in his career. After nearly a decade of enormous growth, the economy was self-correcting. Panic started in March of 2000, and there didn't appear to be any let up with selling.

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Financial advisory client portfolios had cratered and the news affecting the markets kept getting worse and worse. Ariel was scrambling to find any good scenario that could possibly come out of this terrible mess.

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So, he went back to the basics. Ariel took stock of what he knew to be true and wrote down his“known knowns”.

 

He knew:
 

• He wasn’t any good at market timing.
   

• He wasn’t any good at stock picking or sector selection.
   

• You had to stay fully invested if you wanted long-term capital appreciation.
   

• The market imploded every five years on average and people's response was to panic and sell out.
   

• That even after the market got kicked in the teeth, it always went to higher highs. Every. Single. Time.
   

• All these things, so the question was could he use them to benefit his clients?

 

Then it dawned on Ariel…

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Simple. When the market is getting absolutely crushed by 30%, 40%, 50% or even more, amplify gains from the eventual recovery using leveraged ETFs.

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Ever since this realization, Ariel Acuña has used his financial advisors discipline and steadfast faith in the future to stay the course until fiscal and monetary stimulus eventually moderates. At which point, he exits the leveraged ETFs and gets back into a portfolio of diversified ETFs. And then he just carries on, waiting for the next bear market, waiting for the next accelerated wealth building opportunity.

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This is The Aqueduct Strategy. It is simple. It is sensible. It is transparent. It has a remarkable 10+ year record.

You owe it to yourself and your clients to evaluate it. Outsource a portion or all of your client’s equity allocation to The Aqueduct Strategy so you and your client can grow more wealth together.

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