Akar Capital Management, Inc.

OUR MISSION

To provide our clients with the proper investment guidance according to their unique financial needs.

Emil Akar President Akar Capital Management.jpg

Welcome to Akar Capital Management, Inc.

Akar Capital Management, Inc. is a full discretionary wealth management firm located in Plantation, FL, where we have been serving multiple generations of clients since 1982.
We specialize in managing client portfolios by investing in stocks, mutual funds and ETFs. Our independent investment advisory services follow a fee-based model.
 

Contact

➤ LOCATION

8551 W Sunrise Blvd,
Ste 102A,
Plantation, FL 33322

☎ CONTACT

emil@akarcapital.com
P: (954) 476-7011
F: (954) 476 7014

 

Money Management

Long-term investing is built on a foundation of proper investment allocation. At Akar Capital, we’ve been investing for more than 35 years. Scroll down to learn more about why our clients choose us, generation after generation.

401K Rollover

401Ks are powerful retirement saving instruments. But the allocation of the assets within, and the costs associated with owning the 401K can, at times, be prohibitive to the objectives of the investor. Akar Capital addresses these challenges for our clients. Keep reading to learn more.

Estate Planning

Estate Planning is an essential supplement to wealth management and a critical task that breadwinners, individuals and married couples alike should undertake. Read on to learn more about how Akar Capital achieves appropriate estate plans for our clients.
Long-term investing is built on a foundation of proper investment allocation. Here at Akar Capital, we have been managing portfolios of investments for a wide range of clients including individuals, charitable foundations, and retirement accounts, for more than 35 years.
Our strategy involves a combination of individual stocks, mutual funds and ETFs. Our experience spans periods of significant market expansion as well as more challenging times such as 1987, 2000-2002, and most recently, 2008. At Akar Capital, we believe our ability to successfully guide our clients through those challenging times is what has earned us the trust of multiple generations of clients.
 
“Believe you can and you’re halfway there.”
— Theodore Roosevelt
 
401Ks are important, tax-advantaged retirement investment vehicles that individual investors should participate in if one is available to them. One challenge with 401Ks is the individual investor’s lack of insight regarding the allocation of assets within the instrument, and another, is the cost associated with owning the 401K.
At Akar Capital, we meet these challenges head on, by reviewing our clients’ 401Ks to recommend the most suitable asset allocation, based on their overall investment profile and needs as individual investors. Where appropriate, such as after a client has changed employer, we evaluate investment choices for the future of the investment account. We have often found that rolling over the 401K into an Individual Retirement Account results in a clearer investment focus and lower investment management expenses for the client, while keeping many of the tax advantages.
 
 
In addition to counting a lifetime of accumulated assets and liabilities, investors would be prudent to address questions such as “Whom do I want as my healthcare surrogate, personal representative, or decision maker?” “Should I have a revocable trust, or a will?” “How can I bequeath my assets in the most cost-efficient way?”
The making of sound decisions that address these matters requires a team of experienced professionals that work together in a synergistic manner for the benefit of the client. Akar Capital Management, Inc., in its capacity as a registered investment advisor, works with a network of trusted attorney’s and C.P.A.’s to achieve thorough and careful estate plans.
 
“...bringing the future into the present...”
— Alan Lakein
 
 

Get in touch.

Use the form below to contact Akar Capital Management, Inc. regarding your wealth management, estate planning or financial instrument planning needs. You may also email or call us to make an appointment.