Accelerate Investment Advisors LLC
Accelerate Investment Advisors LLC is an SEC-registered investment adviser firm headquartered in Aliso Viejo, California. Founded in 2023, the firm employs approximately 21 professionals (with recent sources listing up to 37) and manages advisory assets for primarily individual investors, high net worth individuals, and retirement plan sponsors. The firm operates under the Accelerate Retirement brand and specializes in retirement plan consulting and investment advisory services, serving both individuals and institutional clients such as 401(k) plan sponsors.
Investment Strategy
Accelerate Investment Advisors LLC focuses on providing investment advisory and retirement plan consulting services primarily to individuals and employer-sponsored retirement plans, such as 401(k)s. Their strategy centers on tailoring portfolios to clients’ financial objectives and risk tolerance, employing a diversified approach and fiduciary standards. The firm emphasizes comprehensive financial planning, ongoing portfolio monitoring, and evidence-based investment solutions designed to help clients prepare for and transition into retirement. They typically do not manage pooled investment vehicles, instead working directly with plan sponsors and individual investors to deliver long-term financial outcomes.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 14.70% | $21.6M | 275,876 | $68.42 | $78.34 | +$2.8M |
I IDEV | ISHARES TR | 9.14% | $13.4M | 167,545 | $71.50 | $80.17 | +$1.7M |
A AGG | ISHARES TR | 8.47% | $12.4M | 124,120 | $100.81 | $100.25 | +$1.0M |
F FBND | FIDELITY MERRIMACK STR TR | 4.70% | $6.9M | 149,391 | $46.52 | $46.24 | +$426.7K |
V VO | VANGUARD INDEX FDS | 4.11% | $6.0M | 20,550 | $266.49 | $293.74 | +$687.5K |