At Academy, we believe that a shared journey starts with mutual understanding. This website is here to help you understand us. This section is to help us learn about you.
As a wise man said, “Plans are nothing, but planning is everything.” By filling out the form here, we initiate an email process to gather more information. Without any personal involvement, we provide to you a broad financial overview in a pdf (Adobe required) format. There is no fee for this overview, as we believe that such knowledge should be universal and is the real promise of “robo-advising.”
All information is strictly for use by Academy Capital Management and kept confidential.
We will never distribute, sell or disseminate any client information under any circumstance.