Academy Wealth Management
Status
ACTIVE
Global HQ
Grand Rapids, United States
Countries of investment
- USA
Investment stages
- Wealth Management
Industries
- Fintech
- Health Tech
- IoT
- AI
About
Academy Wealth Management in Grand Rapids empowers individuals and families to achieve financial freedom, purposeful wealth utilization, and legacy planning through comprehensive wealth management services and guidance.
Academy Wealth Management in Grand Rapids empowers individuals and families to achieve financial freedom, purposeful wealth utilization, and legacy planning through comprehensive wealth management services and guidance.
Investment Thesis
Academy Wealth Management focuses on building diversified portfolios that balance growth and risk management, with an emphasis on longterm wealth preservation and tax efficiency, aligning with clients financial objectives.
Manager's Experience
Top-tier fund manager specializing in growth-stage technology investments across North America and Europe. Successfully executed over 30 deals with a fund size exceeding $500 million. Notable exits include several high-profile IPOs and acquisitions. Employs a contrarian investment style, emphasizing disruptive innovation and market leadership.