David Millican

Provides brokerage dealing services

Functions as a College/University

ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis.

Provides brokerage services

Arkadios Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm uses demographic and financial information provided by the client to assess the client’s risk profile and investment objective(s) in determining an appropriate plan for the client’s assets. Investment strategies ordinarily include long- or short-term purchases of stock portfolios, mutual funds and fixed income securities.

Operates as an independent broker-dealer

Operates as a holding company with interest in investment advisory services