Areté helps investors get the most out of their investing
We are an investment advisory firm that builds diversified portfolios for long-term investors
Our operational focus is on doing research and identifying attractive funds and securities
We regularly share our insights and analyses in order to keep investors apprised of important developments
Our Service
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Wealth Management
Areté applies its orientation to research and active management to the task of creating well-diversified portfolios that can perform well on a relative and absolute basis. We combine that effort with reasonable fees and a low investment minimum. Currently, we manage a strategy of publicly traded securities that is well diversified across asset classes that complement one another over long investment horizons. |
Who We Are
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Areté (ar-uh-tay)
Areté Asset Management, LLC is an independently owned investment advisory firm focused on helping investors to invest better. Areté'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. Read more ... |
Leadership
Areté Asset Management is operated by its majority owner, David Robertson, CFA. Dave founded the business in 2008 to fulfill his vision of creating a better type of money management firm - one that both excels in investment research and provides an outstanding value for investors. Read more ... |
Research and Education
Good information is the lifeblood of successful investing. Areté provides a wide range of thought leadership to help investors navigate the investment landscape.Observations by David Robertson: Weekly curated summary and analysis of important developments and what they mean for investors
Areté blog: Original, insightful, and timely commentary about important investment issues
Research and education: Useful perspectives on how to approach investing, the changing investment landscape, and many other topics
Areté Quarterly: Substantial portfolio detail and analysis from which Areté's mid cap core strategy can be evaluated
Reading list: A list of books that we have found instrumental in expanding our knowledge of investing (includes many original reviews)
Still have questions?
If you still have comments or questions about what we do or why we do it, please let us know. Contact us