For institutional investors:
Which organizations might benefit most from Areté’s services?
Our services work best for institutions that …
In general:
In particular:
Our services are not appropriate for investors who:
Our services work best for institutions that …
In general:
- Have a long investment horizon (e.g., several years)
- Are small to mid-sized organizations that can benefit from a direct connection with Areté's CEO
- Can benefit from access to impartial market insights
- Who are comprised of smart, engaged, and well-intended investment committee members
- Have between a few hundred thousand and millions of dollars to invest
- Appreciate a great deal
In particular:
- Who want exposure to stocks as an asset class
- Are intrigued by the unique opportunities of mid cap stocks
- Appreciate the opportunities for active management
Our services are not appropriate for investors who:
- Outsource the vast majority of decision making to consultants
- 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
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