Brokers AllianceAcrylic Capital, and where an alternative belongs in a client plan
Acrylic Capital Management is one of the wealth partners a Brokers Alliance agent or advisor can reach through us. This page explains what an alternative allocation is actually for, who it suits, who it does not, and how a producer who has never placed one should think about the category. Nothing here is an offer or a solicitation to invest.
An alternative has a different job, not a better one
Almost everything an insurance and annuity producer places is built to do one of two things. Protect income, or protect principal. An alternative allocation is built to do a third thing, which is to behave differently from the client's stock and bond money. That is the entire point of the category. If it rises and falls in step with the rest of the portfolio, it is not doing its job, no matter what it returns. Start there and the rest of this gets simple.
Who it suits, and who it does not
Being honest about fit is worth more than any pitch. In most books, alternatives belong to a narrow group of clients, and saying so out loud is what protects the relationship over the next ten years. Here is the test we would apply before the conversation ever starts.
What Acrylic Capital actually is
Acrylic Capital Management LLC is a United States based hedge fund manager that has served investors since 2017. Its flagship approach is a systematic, quantitative, long and short global macro strategy that follows trends. The firm does business only where it carries the registration required of it, or where an exemption or an exclusion lawfully applies instead. Two managing partners run it: Charles Truhlar as Chief Investment Officer, a Certified Financial Planner professional and Accredited Investment Fiduciary holding the Series 6, 7, 24, 52 and 63, and David Racich as Chief Technology Officer. Below is that description translated out of industry shorthand, because an agent should not have to take a word of it on faith.
Where this fits in a Brokers Alliance practice
Brokers Alliance has been independently owned since 1982, founded by Joe Racich and run out of Fountain Hills, Arizona. We have been named a Top Workplace in Arizona five years running, 2021 through 2025. We do not charge an agent a fee, a minimum, or a production requirement, and that does not change on the wealth side. Our job is to put the full shelf in front of you and let the client's situation decide what comes off it.
How an advisor gets access
Acrylic Capital keeps its investor and advisor material behind a password, which an advisor has to request from the firm, and entering it is itself an attestation that the advisor qualifies. That is deliberate on their part and we are not going to route around it. Start with your Brokers Alliance representative so we know what the case looks like, or go straight to the manager and request access yourself. Their phone number is 800.813.7305.
Learn the category before you place anything
Talk to the Brokers Alliance team first. We will walk through where an alternative belongs in a plan, where it plainly does not, and what your client would have to qualify for. No fees, no minimums, no production requirements. Call (866) 872-9394 or reach out and we will map it against the practice you actually run.
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