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.

Excellent
Based on 86 reviews
Gino Valle
Gino Valle
2024-04-11
If I could give more stars, I would. Chris, Bobby, and Adam have truly exceeded my expectations. They bring a perfect blend of professionalism and personal touch to managing my finances, treating them as if they were their own.
Katie Miller
Katie Miller
2024-02-02
I’ve been working with Strategic Capital through my employer since 2016 solely for my retirement plan and they’re now my chosen route for personal finance as well. My advisor, Chris, is hands-on, always available, and incredibly knowledgable in this ever-changing market. I know that I’m in good hands and couldn’t recommend them more!
Kamile Ishiyama Dotson
Kamile Ishiyama Dotson
2024-02-02
My husband and I have been working with Strategic Capital since 2008 and have built a lot of trust. Chris has always provided excellent guidance to us, been extremely accessible, and gives us options that best suite our situations.
Lara Wilson
Lara Wilson
2023-11-13
Strategic capital was awesome to work with for some retirement savings advice and general financial advice I needed recently. I oftentimes get overwhelmed with financial conversations and Adam helped me get through some of the trickier or more confusing parts and I felt great afterwards and very comfortable with how to allocate my money. These guys are the real deal! Highly recommend.
Laura Saunders
Laura Saunders
2023-11-12
I have been working with Bobby and Chris for over 4 years. They have been absolutely fantastic in collaborating with our family to find a balance with our investments. I cannot recommend them enough if you are looking for a financial advisor who takes a personalized approach.
Cheri Witt
Cheri Witt
2023-11-06
Adam, Bobby and Chris go over and above to take care of their clients! To find financial advisors who actually listen to the needs of the clients is rare! I wouldn't trust anyone else with my investements!!
Kelly Erb
Kelly Erb
2023-10-26
Strategic Capital Partners has truly exceeded our expectations! We have been using them for over 4+ years, and they have provided invaluable financial insight and guidance to our Team. We highly recommend their service to anyone seeking financial expertise!
Connor Gibson
Connor Gibson
2023-10-25
Great company! Adam D’Acierno is the most helpful rep I've ever dealt with and goes far above and beyond. We work with him as a company of over 600 people and we are very lucky to have him for our company!
Jennifer Waymire
Jennifer Waymire
2023-10-25
I absolutely love working with Adam and the team at Strategic Capital! They are very knowledgeable, helpful, and diligent in all aspects and we are very lucky to have them!!
Ben Fordham
Ben Fordham
2023-10-25
Fantastic, knowledgeable, and informative advice from Chris Hernandez and his team.

Meet your Austin Wealth Management Team

Adam D'Acierno

Adam D'Acierno

Founding Partner - Financial Advisor

adam@strat-capital.com

I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.

Bobby Russell

Bobby Russell

Founding Partner - Financial Advisor

bobby@strat-capital.com

My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.

Chris Hernandez

Chris Hernandez

Founding Partner - Financial Advisor

chris@strat-capital.com

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.