Why are we different?

Performance

Exceptional people + superior intelligence + strong ethics usually results in great performance and achievement of your goals.

CULTURE
The Partners of Arete represent a select group of experienced, trustworthy, authentic, and caring professionals. The culture of Arete is made of broad capabilities, diversity and strong personal values.   


Independent

Independence enables us to provide a wide range of investments at the leading edge of sophistication with the highest degree of objectivity.

client centered

At Arete our advice is focused, personal, selfless, and transparent. You will never wonder about your advisor not keeping your best interests at the forefront. 

about arete

          

What our advisors think

At Arete Wealth, I have the freedom to choose from a broad array of options which help create tailor-made portfolios which meet my clients' unique needs.Avi Bialo – Wealth Advisor – Woodland Hills, CA
A partnership of highest integrity combined with an entrepreneurial, get it done attitude makes arete the ideal choice for successful advisors.  Mario Govic – Wealth Advisor – New York, NY
Arete combines the best of both worlds; the solidarity & privileges of a big company with the friendliness & caring of a tight knit family. Robert Huynh – Wealth Manager – Woodland Hills, CA
I'm inspired by the Arete firm philosophy and name, which stands for "excellence" and "virtue" in the service of our valued clients. Larry Greenfield – Wealth Manager – Woodland Hills, CA
One of the aspects that really feels good about the Arete family is the wide range of retail and institutional product, diversity of services/business lines, its breadth of talent and responsiveness. Just like one would expect from a mid to large size investment bank.Tom Ablum – Wealth Advisor – Chicago, IL
Arete brings a thoughtfulness and creativity to the broker/dealer space we simply couldn't find elsewhere.  When you combine that with the culture of collaboration between reps and the home office, we knew Arete was the home for us.Andrew Dorr – Wealth Advisor – West Des Moines, IA

wealth management

Defining Qualities. Personal Service. Clients First.

Founded in 2007 as a boutique firm, we are able to provide each client with the personal relationship that true wealth management requires. Our goal is to make you so happy with us that you will help us find our next great client.

Wealth planning

Almost all of Arete's advisors practice Wealth Planning in some form. All of our Wealth Planning processes are fundamentally based on the CFP Board's standard process: Indentify and Prioritize Your Objectives—Gather Your Data—Analyze—Propose Recommendations to You—Take Action. 

Investment banking

In founding Arete Wealth Management, we have a clear vision of the firm we want to create. One of the most important elements of that vision is to fill a need in retail financial services for clients and institutions with between $500,000 and $10M of investable assets.

Asset management

The Arete companies are comprised of highly experienced industry veterans who have managed high net worth portfolios and corporate relationships through many market and economic cycles. Through our considerable collective experience of managing client wealth, we have established strategic partnerships with cutting edge custodians/clearing agents, traditional asset managers and alternative investment firms so as to bring all the appropriate tools in an "open architecture" environment in an effort to potentially earn the best risk adjusted net returns appropriate to you...our unique clients.