How are you different from a broker?

Many people confuse what we do with what a broker does.  In general, a broker is an intermediary who facilitates securities transactions and as such, gets paid a commission for each transaction he or she initiates.  While many brokers provide a wide range of valuable services for their clients, their business model is essentially a sales-driven model.

Conversely, Areté manages investment portfolios with the primary goal of delivering superior investment performance.  We seek to apply our intensive education and training to identify underpriced securities.  Our business model is essentially one of stewardship; we seek to help clients reach wealth and retirement goals and we benefit if our clients do.