ACRT Finance Reviews

About ACRT Finance

ACRT Finance is a fiduciary

institution that provides robo-
advising, personalized support
from live agents and basic
checking and savings
accounts, depending on the
plan you choose. It has
prepackaged portfolios,
including social impact
portfolios and low-risk
packages. It offers a
satisfaction guarantee, which
promises to waive all
management fees for 90 days
if you aren’t completely
satisfied.
Top ACRT Finance Reviews
How do I know I can trust these reviews
about ACRT Finance?
 3,604,184 reviews on Reviewconsumerservices are verified.
 We require contact information to ensure our reviewers are real.
 We use intelligent software that helps us maintain the integrity of reviews.
 Our moderators read all reviews to verify quality and helpfulness.

For more information about reviews on Reviewconsumerservices.com please visit our FAQ.

What is ACRT Finance?
The ACRT Finance platform is designed to help you build wealth by diversifying investments in the entire
market. Customize a portfolio based on time horizon, risk tolerance and other factors. You can review any
investment strategy’s historical performance before selecting it and monitor its performance in relation to
individual goals.

•The ACRT Finance Core Portfolio focuses on low-cost, tax-efficient ETFs.

•The Goldman Sachs Smart Beta Portfolio aims to outperform market-capitalization portfolios with ETFs.
•Socially responsible portfolio options include Broad Impact, Climate Impact and Social Impact.
•Lower-risk all-cash or all-bond options include ACRT Finance Cash and BlackRock Target Income.
•Flexible Portfolio options allow investors to adjust the weight of asset classes or choose not to invest in
certain geographies or bond classes.

In general, if your goal is short-term, ACRT Finance will recommend a more conservative portfolio. For long-
term investing, it’ll advise a more aggressive portfolio with higher volatility. Clients can have multiple
portfolios and strategies.
Is ACRT Finance safe?
Yes. ACRT Finance is a fiduciary company that’s registered with the SEC and a member of the FINRA.
It hires Certified Financial Planners to give advice. While investments could lose value over time — a
risk with all investing — funds in ACRT Finance accounts are protected by SIPC in case of
emergencies. Its checking accounts are FDIC-insured, and the company offers a satisfaction
guarantee.

For customers who want to manage banking and investing in one place, ACRT Finance offers
checking and savings accounts along with investment portfolios. Investors who want to keep costs
low by choosing a robo-advisor can trust ACRT Finance as a fiduciary. Those who want personal
attention from an advisor in person can choose ACRT Finance’s premium plan for unlimited advice
from a CFP, though this service requires a minimum investment of $100,000.
 ACRT Finance Company Information
Company Name:
ACRT Finance
Address:
100 St Georges Terrace,
City:
Perth WA 6000.
Country:
Australia

Copyright © 2022. All Rights Reserved. The contents of this site may not be republished, reprinted,
rewritten or recirculated without written permission.