For individual investors:

Who might benefit most from Areté’s services?

Our services work best for investors who …

In general:

• Have a long investment horizon (i.e., several years)
  
• Are willing to do some basic research on their own in order to save money
  
• Have between a few hundred thousand and a few million dollars to invest
  
• Have cash or a separate account (such as an IRA rollover) that can be easily transferred
  
• Appreciate a great deal
  

In particular:

• Want exposure to stocks as an asset class
  
• Are intrigued by the unique opportunities of mid cap stocks
  

Our services are not appropriate for investors who:

• Are primarily looking for help with financial planning
  
• Do not believe in active management
  
• Prefer the perceived comfort of working with large, well-known firms
  
• Don’t mind being “taxed” by ongoing marketing and distribution fees
  
• Prefer to pay for convenience rather than search for value