Acrylic Financial, Inc.

Acrylic Financial, Inc. is a financial advisory firm based in Arizona, established in February 2017. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Acrylic's investment strategy includes creating personalized Investment Policy Statements, asset allocation, asset selection, and regular portfolio monitoring. The firm may request discretionary authority from clients to make investment decisions in line with fiduciary duties. Acrylic may also direct clients to third-party advisers for asset management. Regarding fees, Acrylic charges annual portfolio management fees based on total assets under management, ranging from 1.65% for accounts over $1,000,000. Financial planning fees are fixed or hourly, with rates varying based on complexity and adviser experience. Clients have the option to terminate agreements within specific timeframes without penalty. The firm does not accept performance-based fees and does not engage in side-by-side management. Acrylic provides advisory services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles with no minimum account size requirement. The firm's investment strategies include fundamental and technical analysis, modern portfolio theory, and active models based on moving averages. Acrylic does not accept custody of client funds or securities but may have custody when deducting fees. The firm provides discretionary and non-discretionary investment advisory services and does not accept voting authority for client securities. Acrylic has no financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the last ten years. For more information, clients can contact Acrylic Financial, Inc. at (833) 422-7954 or visit www.Acrylicfinancial.com.