Arete is a boutique wealth management firm that exists in order to attract like minded advisers that believe in conducting business with honor, integrity, and intellectual sophistication – always putting clients interests first. We believe the financial services industry and our country need more firms like this.
Do the right thing because it’s the right thing.
Integrity is doing what you say you’re going to do. Therefore, have integrity.
We behave in accordance with the meaning of the word Arete—excellence and virtue.
Using first principles logic, we are always asking why? How can that be done better?
We set higher expectations for ourselves than industry norms.
We search for substance independent of form or symbol.
Be a lifelong learner.
Think win win and act win win.
We provide a comprehensive operational and regulatory infrastructure that allows our advisers to provide financial advice and products to help families achieve their financial goals.
We will differentiate ourselves by:
Being a premium brand—we want to be the “Easy” button for highly competent advisers that are aligned with our behavioral values. We are an exclusive brand but not an elitist one.
Continuing to provide and embrace high quality investment products that have been vetted with the highest level of intellectual rigor.
Being inventive enough to see opportunity where others in our industry tend to dismiss anything which is not in the conventional box.
Always maintaining our youthful energy, persistence, open-mindedness, and critical thinking in all our dealings.
Having flexibility and risk tolerance to analyze and accommodate the needs of advisers who serve high net worth families.
Providing exceptional high-touch service between the executive team to our advisers, and encouraging our advisers to do the same with their clients.