“Standard Wealth is helping families create and grow generational wealth as we emphasize diversification, long term planning and diligence when protecting and stewarding your family’s capital”

At Accelerate, we have created a comprehensive investment platform tailored for clients who are focused on generational wealth creation and stewardship plans. Our commitment to fostering long-term relationships is built on the trust and reputation I have curated, which I am proud to stand behind every single day. The team behind the Standard Wealth strategy is equipped with the expertise and dedication to guide you and your family in managing the distinct challenges encountered with your unique wealth plan. I welcome your thoughts, questions and feedback.
Please reach out to get started.



Standard Wealth Performance
Monthly Performance as of 2025-May-31
Year |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
YTD |
2020 |
– |
– |
-17.9% |
11.9% |
1.9% |
-0.5% |
-2.0% |
2.9% |
-5.0% |
-0.3% |
21.9% |
2.2% |
10.8% |
2021 |
4.0% |
10.0% |
3.7% |
1.9% |
2.2% |
4.3% |
-2.1% |
1.9% |
-3.7% |
5.2% |
-0.4% |
3.5% |
34.4% |
2022 |
1.4% |
0.1% |
0.6% |
-2.7% |
2.7% |
-14.2% |
7.4% |
-3.3% |
-9.4% |
10.9% |
6.1% |
-8.2% |
-11.1% |
2023 |
8.4% |
-2.9% |
0.3% |
2.0% |
-4.2% |
3.0% |
8.4% |
1.5% |
-0.7% |
-3.6% |
4.2% |
3.4% |
20.6% |
2024 |
1.4% |
4.4% |
5.7% |
-1.9% |
1.8% |
-0.5% |
5.6% |
-1.1% |
1.7% |
5.6% |
6.8% |
-2.1% |
30.3% |
2025 |
4.7% |
-3.2% |
-4.8% |
-5.3% |
7.5% |
-1.1% |

DISCLAIMER: The provided performance figures are net investment returns which include fees and expenses charged to fee-paying accounts. The information in this summary does not constitute investment, legal or tax advice. Past performance is not indicative of future results. Any data provided in this summary should not be viewed as a recommendation or solicitation of an offer to buy or sell any securities or investment strategies. This information is based on prevailing market conditions and is not predictive of future performance. Standard Wealth and Accelerate Financial Technologies Inc. do not accept any liability for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on all or any part of this information and any liability is expressly disclaimed.


DETAILS
Type:
Long/Short North American Investment Portfolio
Management Fee:
0.00%
Performance Fee:
20%
Operating Expense Cap:
0.35 %
*Dividend Yield of Portfolio Holdings:
3.6%
INVESTOR LETTERS
SUBSCRIBE TO OUR DISTRIBUTION LIST
Why Choose Standard Wealth?
Disciplined Leverage
Dividend Income
Performance Oriented
Fee-Structure
Questions?
Send a message to info@accelerateshares.com or click below to book a meeting with Fred and Accelerate CEO, Julian Klymochko