Investment Strategy

The firm utilizes its proprietary Long/Short 2x Beta Index Funds strategy to manage separate investor accounts held at Rydex Investments.

Unlike other wealth management companies, CAM has produced positive growth in these turbulent times. In fact, the firm's investment strategy stood up mightily in the face of the 2008 collapse gaining an impressive +23.9% net of fees return.

Executive Team

Ace Custodio, President/CEO and Co-Founder

With over 10 years of investment management and trading experience, Ace has the knowledge and skill to manage client assets effectively. The CEO’s responsibility is to guide Custodio Asset Management’s future.

Ace attended Mount St. Mary’s University from 1997 to 2001 and graduated with a Bachelor’s of Science in Finance. During his college career, Ace worked with financial advisers from Merrill Lynch where he learned the principles of asset allocation management. After realizing he could outperform Merrill Lynch’s asset allocation system, Ace left the company in 2001 and began implementing his investment strategy.

In late 2001, Ace began employment at Plexus Scientific Corporation in Columbia, Maryland, where he served as Information Technology Manager until his departure in December 2006.

With their combined resources and a sound business platform, Ace and his brother Almond invested in and co-founded Custodio Asset Management in October 2005. The brothers continued to perform unique research and develop their proprietary investment strategy for selected clients.

For the past three 3 years, Ace has continued to invest while researching methods to boost client’s earnings. Since inception, the CAM portfolio growth now exceeds +180%. The company’s transparent investment strategy is well disciplined and ready for the opportunities the 2009 market will present.

Ace and his wife of 5 years are the parents of 2 young boys aged 3 years and 8 months old. He enjoys spending time with his family and kayaking.

View Ace's profile on LinkedIn

Almond Custodio, Chief Investment Officer and Co-Founder

Almond has over 10 years of experience trading a wide variety of investment products. He is responsible for Custodio Asset Management’s proprietary investment models and conducting research to improve those models. He received his undergraduate degree in Economics in December of 2004 from Penn State University.

After graduating, Almond was employed at Rydex Investments as an Operations Specialist. At Rydex, Almond learned the back-office side of the investment business and the inner workings of the Index Funds offered through Rydex Investments.

After realizing the potential of the long/short leveraged Index Funds, Almond focused on implementing a strategy based on Index Funds trading without the boundaries and limitations of a “buy and hold” model. Almond left Rydex Investments in December of 2006 to work exclusively for CAM.

Almond has a passion for working with clients and helping them achieve their financial goals. He resides in Maryland and enjoys reading about market-related events, playing chess and other strategy games.

View Almond's profile on LinkedIn