The Arete Vision
We offer high net worth clients compelling and comprehensive financial services that include curated alternative investments typically reserved for endowments and family offices. Our unique access to financial products allows for truly bespoke portfolios unavailable to customers of large firms or robo-advisors.
We strive continue to be an insurgent company at greater scale. Arete will be the preeminent broker-dealer in the United States in alternative investments for high net worth retail clients. When any high-net-worth investor thinks about where to go for the best alternative investments, they should first think of Arete.
By the Numbers
Arete is a select firm with a wide reach.
Our commitment to offering innovative financial products for our advisors has helped us to expand our network nationwide with only a small team of dedicated professionals.
Your Advisor Services Team
Transition Managers
Your Transitions Manager is the quarterback of your transitions team. She or he will listen to your goals, help evaluate your situation, and guide your transition from start to finish. As a facilitator of the process, your Transitions Manager can also connect you with internal and third-part subject-matter experts, including legal and compliance counsel, to help you make important decisions about your business.
Transition Specialists
Your Transitions Specialist will be the point person helping to execute your transitions timeline and streamline the process of transferring client accounts. They’re responsible for supporting your transition, training your team on the appropriate systems and platforms, and getting your practice up and running fast.
Service Team
Arete’s Service Team provides day-to-day operational support and issue resolution for our representatives and advisors. They can help with operations-related questions and training, special situations, unresolved problems as well as processing and workflow.
Investment Solutions Team
Investment Solutions team can help you navigate our broad investment platform to identify opportunities to expand the services you provide your clients. They can also work closely with you to provide support with case design, product education and wholesaler relationships.
Sales Team
The sales team at Arete is dedicated to helping you meet your ongoing goals as you look to grow your business after making the transition. Your Sales and Relationship Manager will help you take advantage of everything Arete has to offer, such as products, services and strategic consultation to keep your practice ahead of the curve.
