Austin Wealth Management
Meet our Austin Wealth Management Company.
Financial Securities & Public Markets
Financial Advisors at Strategic Capital employ innovative proprietary technology to help enrich client portfolios and efficiently manage risk. Financial Securities under a new lens – wealth management by a local team, with an incredible institutional grade back office support team.
Artificial Intelligence at Work to help with your portfolio:
Meet Newton
The utilization of machine learning techniques presents an opportunities to forecast future market action in a more accurate manner. Chief Investment Officer, Bennett Woodward CFA, has created a proprietary quantitative model to accompany his artificial intelligence system, Newton, to detect market trends. The model utilizes Newton’s neural network which analyzes historical data, coincidental indicators, as well as current market data to anticipate market fluctuation. Our quantitative approach of understanding the market creates a roadmap of data for decision, rather than emotion.
The Newton Algorithm
Newton’s deep-learning artificial intelligence tracks a universe of more than 2,000 stocks and 1,000 ETFs. We quantitatively rank each security based on macroeconomic, fundamental, technical factors, and are constantly monitoring market prices, trading volumes, macroeconomic factors, and interest rates. Our algorithm analyzes data daily and maintains a forecast of asset prices among various timelines.
Newton’s purpose is to identify securities with the greatest probability of outperforming its benchmark and then to maximize those allocations given a certain risk objective. The same tactics provide risk mitigation by detecting sell opportunities and helping shield portfolios from significant market selloffs. Our proprietary models are created comprehensively with Newton’s software outputs, bottom-up fundamentals, and technical analysis. Simply put, Newton is the wind at our sails waiting for the last component of our process, human intelligence. Our Financial Advisors use years of experience and proven technology to help you grow sustainable wealth. Wealth Management redefined.
Institutional Investing
Strategic Capital empowers institutional investors with comprehensive investment advisory services as a dedicated financial consulting firm. We identify needs and then design, implement and continuously monitor investment policies for university endowments, trade associations, private foundations, hospital and health care providers, nonprofits, and cultural institutions. Our team of specialists can help create an investment policy statement to provide foundation to future investing decisions such as investment objective, time horizon, risk tolerance, asset allocation and rebalancing ranges, and monitoring and control procedures to help limit liability, provide consistency, and set expectations for investment performance.
Meet your Austin Wealth Management Team
Adam D'Acierno
Founding Partner - Financial Advisor
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Bobby Russell
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Chris Hernandez
Founding Partner - Financial Advisor
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.
Austin Wealth Managers
Chris Hernandez, Bobby Russell, Adam D’Acierno and the team at Strategic Capital are dedicated to providing a uniquely comfortable, and comprehensive customer experience. They are the Austin Wealth Management leaders because they don’t skimp on personal details, they follow the data, they look with fresh new eyes and they have innovative platforms and solutions for Austinites that want something different – something more cohesive. A fresh Wealth Management take that prioritizes your needs, instead of pushing products.