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 50 reviews
Ian Desmond
Ian Desmond
2022-03-15
Been a pleasure working with Strategic Capital. There advisors are very knowledgeable and show great care with their clients. Highly recommended!
Juan Leija
Juan Leija
2022-01-12
I want to start off by saying that I’m super thankful for all the help Adam, Chris, and their team have provided me. They have helped me find solutions for myself and my business with great communication and execution. Their coordination with my CPA to provide a strategy to operate at my best. Most importantly they’re a great team that treats me like family and are there when I need them.
Brian Butz
Brian Butz
2022-01-08
I appreciate how mutual understanding was created through economy of words that did not confuse me as we spoke of financial jargon, that can be super intimidating. I had the best experience with Adam in the company that I have ever had with any other financial institution. Highly recommended, good people, competent, will definitely help you accomplish your goal.
Keyla Maggessy
Keyla Maggessy
2022-01-05
Chris and Bobby are simple amazing. When I found them online, I had no idea they would become such an important part of my family’s financial planning. They’re professional, knowledgeable, and responsive and always act with our best interest at heart. Even though they have a good variety of investment and planning options to offer, they never pressure us to go one way or another. They’re just always there to help guide, and support. It doesn’t hurt that they’re also such nice people. My husband and I always have a great time when they come over to review stuff over a glass of wine!
Christopher Burns
Christopher Burns
2022-01-04
Chris and Bobby have been amazing to work with! Their knowledge and resources have proven to be a tremendous asset to our financial well-being. Thier ability to invest in various financial products including alternative investments have balanced our portfolio nicely. Very trustworthy, transparent, and responsive.
Lauren Cha
Lauren Cha
2021-11-23
Bobby Russell was a pleasure to work with. He is professional and knowledgeable and has a very warm and friendly demeanor. I always felt comfortable asking him questions, and that he had my best financial interests in mind. I would highly recommend his services.
RememberBackWhen
RememberBackWhen
2021-11-22
Amazing people! Chris H. is the best. Far exceeded my expectations.
Stephen Maestri
Stephen Maestri
2021-11-22
Over the last 10+ years I have trusted in Bobby Russell to assist me in all manner of financial counsel. As a man of integrity, he has continued to impress me with his ongoing commitment to excellence and attention to detail. His willingness to go above and beyond in insuring you have a full understanding of any process has guaranteed a client for life. I cannot recommend Bobby and his team at Strategic Capital enough to anyone looking to plan for their future.

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.