Few risks or uncertainties are completely avoidable but, the financial impact of most can be managed or transferred.
At Arete Advisors, we view risk avoidance, protection and transfer as integral to any comprehensive financial plan and critical to effective wealth management. As we help you develop, implement and manage your plan, we will employ portfolio design, account types, corporate entities, trusts and other structures to enable you to avoid risk and/or protect you from it. In those circumstances where you cannot be sufficiently protected from risk, or when it cannot be avoided, we will help you transfer risk through the appropriate use of various insurance instruments.
As an independent firm, we have access to a broad array of insurance companies directly and through our trusted partners. In many instances we integrate coverage in individual, executive and group programs.
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.
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