For institutional investors:
Areté believes that many institutions, especially small and mid-sized organizations, have been underserved by the investment management industry.
Many forces conspire to make the task of serving as an investment fiduciary exceedingly difficult. A massive proliferation of service providers, high service costs, poor transparency, deceptive models, and rampant self-dealing all pose obstacles to your ability to fully understand the market risks and opportunities and to ensure your organization receives the greatest benefit from its invested capital.
How can Areté help?
Areté understands that some of your biggest challenges are getting useful insights into markets and understanding what those insights mean in regards to your organization’s mission. Unfortunately, most investment firms are too narrowly focused on just one part of the investment puzzle to provide both the expertise and the context that you need. As an active manager strongly incentivized for understanding market risks and opportunities, and with important experience and education in fiduciary responsibilities, Areté is uniquely placed to both provide attractive risk-adjusted investment returns and to inform your decision making.
What makes Areté different?
Areté was designed from scratch in order to materially improve upon some of the most important shortcomings of the investment industry. In particular, we have applied technology to structurally reduce our costs of managing money, to reduce marketing costs, and to break down barriers to sharing information and insights with clients and interested parties.
Because Areté is small and very focused on helping you successfully navigate the complicated investment landscape, our founder and lead portfolio manager, David Robertson, is always available if you or your investment committee have questions. He can not only describe what he sees across the economy and markets as a professional investor, but can translate what those insights might mean for you.
Many forces conspire to make the task of serving as an investment fiduciary exceedingly difficult. A massive proliferation of service providers, high service costs, poor transparency, deceptive models, and rampant self-dealing all pose obstacles to your ability to fully understand the market risks and opportunities and to ensure your organization receives the greatest benefit from its invested capital.
How can Areté help?
Areté understands that some of your biggest challenges are getting useful insights into markets and understanding what those insights mean in regards to your organization’s mission. Unfortunately, most investment firms are too narrowly focused on just one part of the investment puzzle to provide both the expertise and the context that you need. As an active manager strongly incentivized for understanding market risks and opportunities, and with important experience and education in fiduciary responsibilities, Areté is uniquely placed to both provide attractive risk-adjusted investment returns and to inform your decision making.
What makes Areté different?
Areté was designed from scratch in order to materially improve upon some of the most important shortcomings of the investment industry. In particular, we have applied technology to structurally reduce our costs of managing money, to reduce marketing costs, and to break down barriers to sharing information and insights with clients and interested parties.
Because Areté is small and very focused on helping you successfully navigate the complicated investment landscape, our founder and lead portfolio manager, David Robertson, is always available if you or your investment committee have questions. He can not only describe what he sees across the economy and markets as a professional investor, but can translate what those insights might mean for you.
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