Independent financial advice, with the method of the big institutional investors.
Institutional rigour, twenty-five years of market experience, a professional paid only by you. No third-party commissions, no products to sell.
It starts with a 30-minute call, with no obligation.
A dedicated partner, not an intermediary
An intermediary offers you products. A partner defends your interests. What a family office or multi-family office does for large fortunes, we do for you: a complete view of your situation; an allocation guided by a defined investment policy and by our market view; continuous risk control; consolidated reporting of your wealth, even when held at several banks. With a dedicated professional, always at your side.
And a true partner must answer only to you. We advise, you decide.
How fee-only works →Professionalità
Twenty-five years in the markets, CIIA, CAIA and FRM certifications, registered with the Italian OCF.
Innovazione
Proprietary analysis and reporting platforms, in service of decisions.
Indipendenza
One agreed fee, nothing else; assets at your own bank, no access to your accounts.
Metodo istituzionale
The same process as the large investors: investment policy, discipline, risk control.
We advise. You decide.Portfolio advice with an institutional method: every recommendation explained, every decision yours.
The full method → · The structural safeguards — custody at your bank, no mandate — are set out in Security & safeguards →
You are at the centre. Around you, a tailor-made platform.
The core service is ongoing advice on your entire wealth. Around it: spot advice, the dedicated services, the free check-up. Tailor-made, never from a catalogue.
“I want a professional who follows my portfolio over time”
Wealth Advisory
Complete advice on your portfolio: tailored recommendations, always with their reasoning, the WealthView platform, periodic rebalancing and a dedicated professional, always at your side.
Explore the service →- You have neither the time nor the desire to follow the markets
- You want one steady hand on the portfolio, not a catalogue of proposals
- You want discipline and periodic rebalancing
“I want an independent answer to a specific question”
Spot Advisory
For a specific question, with no ongoing commitment: time-based advice at an hourly rate, for precise questions and second opinions — or the Investment Plan, the fixed-price package to organise your portfolio.
All spot services →- What does my current portfolio really cost me?
- Is my pension fund the right one?
- I'd like a second opinion before deciding
For most clients the natural path after the check-up is Wealth Advisory; Spot Advisory covers specific needs — before, alongside or instead of the ongoing service.
Not sure where to start? Let's find the right service together.
A free introductory call to understand your situation and point you to the most efficient path. Or write to info@acadvisor.eu
Alternative Investments
“Does it make sense to look beyond stocks and bonds?”
Private markets, real and unlisted assets: independent analysis — whether, how much and how, with risks, costs and constraints in plain sight. Direct experience in one of Europe's first private-equity funds of funds.
Explore the service →The WealthView Platform
“How do I keep track of everything?”
A reclassified report and an always-available dashboard: return, risk and costs — consolidated across banks, in a view you can read in five minutes.
Explore the service →What we do for you, in six commitments
Technology where it helps, a person where it matters
The platform where efficiency is needed; the same professional where judgement is.
We answer only to you
A single source of remuneration — the fee agreed with you: our interests coincide with yours.
If it's not needed, we don't do it
No trades to justify the fee: when the right choice is to sit still, we tell you.
No products of our own, ever
We issue no funds, policies or certificates: you will never find anything in your portfolio that enriches us.
We decide with you, not for you
No blank mandate: every choice is proposed, explained and decided together. The last word is always yours.
Clear about the risks, too
Every proposal comes with its worst-case scenario stated: knowing what can go wrong is part of the decision.
Three signs your wealth deserves more attention.
We see them in portfolios of every size — including large ones. All of them can be fixed.
The portfolio check-up tests them on your actual case — with numbers, not impressions.
The answers you're looking for
How is this different from the bank's advisor?
A bank advisor is remunerated by the products they place, with potential conflicts of interest. An independent advisor on the OCF register receives nothing from products: their only interest is your outcome.
What does fee-only mean?
It means fee-only, literally: the only compensation is what you pay, transparently. No commission hidden inside financial products.
How much does an independent financial advisor cost?
An independent advisor works fee-only: paid solely through an agreed fee, with no commissions or retrocessions from products. In the first free call we define a clear quote together. See how the fee works →
Where does my money stay?
Always at your own bank — the one you choose, and it can be more than one. We have no power of disposal over your accounts: no delegation, no mandate. At most, if you choose it, view-only access for reporting. You decide and execute every transaction.
How do I verify the OCF registration?
On the website of the Italian supervisory body (OCF). AC Advisor is registered under no. 1145, resolution of 9 July 2019.
The first step is a conversation.
A free, no-obligation introductory conversation about your situation and your goals.
Book a free call → or write to info@acadvisor.eu