Arete Asset Management levels the playing field ...

So you have a fair chance to get ahead with investing!

Arete was formed with the premise that a broad swath of investors are underserved by the investment industry

We are devoted to providing a robust investment service of the highest quality across multiple dimensions

In doing so, we are committed to acting in a way that is:

·         Principled,
·         Transparent, and
·         Accessible

About Arete

Arete Asset Management, LLC is an independently owned, registered investment advisor that manages equity portfolios for individuals and institutions. The company is operated by its majority owner, David Robertson, CFA. Mr. Robertson founded the business in 2008 to fulfill his vision of creating a money management firm very purely focused on delivering investment performance and calibrating risk while at the same time providing a compelling value proposition to its clients. This vision involves systematically avoiding conflicts of interest and other structural and organizational issues that can compromise the quality of delivered products. The firm focuses on developing investment strategies for which ample opportunities exist to exploit market inefficiencies. We currently offer a U.S. Equity Mid Cap Core service.

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“The idea of a free, market-based society is that everyone can reach his or her potential.”

-Tim Harford, Financial Times