Portfolio Management

As we convert human capital to financial capital through employment and create value through entrepreneurship - or become the beneficiary of generational wealth transfer - protection, growth and use of that financial capital becomes increasingly more important.  Goals for your financial capital change over time - and as such, so does what you need from your portfolio. 

Arete Advisors are strategic portfolio managers, not traders.  We tailor our investment management strategies to meet your specific but changing objectives. Focusing on maximizing returns while minimizing risk whatever those objectives may be, we construct robust, well-diversified portfolios for our clients.

Our clients benefit from detailed research, rigorous analysis and the strategic guidance of institutional capital markets experts, portfolio strategists and money managers.  With access to an incredibly broad universe of investment choices - and freedom from pushing propriety products onto clients - we maintain a disciplined due diligence process to narrow our options to a subset of strategies and holdings about which we have conviction. 

How does Arete Advisors keep me informed about my portfolio and marketplace swings?

We are all bombarded with minute-by-minute market updates and one opinion after another about the next looming crisis.  While caution and prudence are absolutely necessary, with all this noise, it can be difficult to adopt and remain disciplined about a coherent investment strategy.  

Arete Advisors works diligently to educate you as we develop your portfolio, sharing insights regarding why we do what we do and providing context about ongoing marketing conditions and portfolio performance.  We believe it is vital to establish a comfort level with the trade-offs between expected return and volatility and between short-term market behavior and long-term outcomes. We validate everything we do with a rigorously determined, long-term probability of success for each of our clients.

The mission of Arete Advisors is to help business owners and executives grow, protect and enjoy the value of their life’s work.  Learn more about all of our business advisory and wealth management services.

Let’s get started.