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Dr. Charles Lieberman
Chief Investment Officer
Advisors Capital
Management, LLC
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Investment Management Services
ACM's premier platform is our Private Account program with a minimum account size of $250,000. Our second tier Modeled Account program at $100,000 minimum investment allows investors to receive many of the same benefits of private account investing. ACM also provides a step up program for smaller accounts using our Mutual Fund/ETF Account program starting at $25,000.

Each of these three programs allows clients of different levels to aspire to and or benefit from true private account management. Our aim is to graduate the client to the highest level of personalization and customization that only our private portfolios can provide.

Program
Features		 Private
Accounts		 Modeled
Accounts		 Mutual Fund/ETF
Accounts
Minimum Account Size $250,000 $100,000 $25,000
Stock or Fund Selection Individual Securities All Cap Value Individual Securities All Cap Value Mutual Funds/ETFs Multiple sectors & Styles
Program Manager Dr. Chuck Lieberman Dr. Chuck Lieberman By Committee Overseen By Dr. Lieberman
Portfolio Allocation Uniquely Individual Four Models To Choose From Four Models To Choose From
Allow Existing Securities? Yes No No
Number of securities Will Vary By Client 21-35 Securities Set To Four Models 5-7 Mutual Funds Set To Four Models


ACM provides the following services for all of our investment programs:
  • Investment policy design and construction
  • Proposal building and presentation assistance
  • Manager communications and conferences
  • Ongoing reviews and reporting
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