We help investors to invest better.
Investors' benefits can often be far smaller than what they pay for, usually in the form of excess fees and services. That's why we make investment services fit you.
Who We Are
Arete Asset Management, LLC is an independently owned investment boutique focused on helping investors to invest better. Arete's vision involves the strategic application of technology to build knowledge and minimize costs while systematically avoiding conflicts of interest and other structural issues that can compromise the quality of its services.
Arete Asset Management is operated by its majority owner, David Robertson, CFA. Dave founded the business in 2008 to fulfill his vision of creating a money management firm that balances the goals of strong investment performance, prudent risk management, and compelling value proposition.
We Level 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. We are committed to acting in a way that is:
- Transparent, and