Personal CIO (Chief Investment Officer) Service
What you get
For starters, we're going to listen. We can't help guide you until we know where you want to go. In order to do that, we need to understand your situation and what you want to accomplish.
As a result, we typically begin with a phone call with David Robertson, Areté's founder and CEO. Dave usually starts by getting some information about your background and asking about your concerns and priorities. Then he outlines his views of key market risks and opportunities and focuses on issues that are likely to be most relevant to you.
What happens after that depends on you and your circumstances. We can continue the conversation in more detail, give presentations, lead group discussions, or whatever you prefer. We want to share our knowledge of the markets and the economy; exactly how that can be most effective is up to you.
You can think of the relationship as being like one with an expedition leader. We're here to help you get the most out of your investment journey. Further, this is your chance to talk and interact with the person actually managing money!
Important: This is not a service to recommend specific stocks or other securities.
For starters, we're going to listen. We can't help guide you until we know where you want to go. In order to do that, we need to understand your situation and what you want to accomplish.
As a result, we typically begin with a phone call with David Robertson, Areté's founder and CEO. Dave usually starts by getting some information about your background and asking about your concerns and priorities. Then he outlines his views of key market risks and opportunities and focuses on issues that are likely to be most relevant to you.
What happens after that depends on you and your circumstances. We can continue the conversation in more detail, give presentations, lead group discussions, or whatever you prefer. We want to share our knowledge of the markets and the economy; exactly how that can be most effective is up to you.
You can think of the relationship as being like one with an expedition leader. We're here to help you get the most out of your investment journey. Further, this is your chance to talk and interact with the person actually managing money!
Important: This is not a service to recommend specific stocks or other securities.
Who should consider the personal CIO service?
This offer works best for investors who are self-directed to at least some degree. In much the same way that few people think twice any more about pumping their own gas to save some money, so too can investors save money by executing some of the routine investment tasks on their own. When more important tasks are involved, you can reach out to us.
Individuals:
Areté's personal CIO service will complement your own investment work without the persistent cost of asset under management fees. We can help if you have questions regarding investment strategy, are trying to fully understand the tradeoffs of different investment approaches, and in a multitude of other ways.
Small to mid size institutions and family offices:
We understand that many organizations simply don't have the internal resources necessary to address all of the important investment topics that you would like to. We can help support your efforts so that you can have the most productive discussions and decision making for your beneficiaries.
This offer works best for investors who are self-directed to at least some degree. In much the same way that few people think twice any more about pumping their own gas to save some money, so too can investors save money by executing some of the routine investment tasks on their own. When more important tasks are involved, you can reach out to us.
Individuals:
Areté's personal CIO service will complement your own investment work without the persistent cost of asset under management fees. We can help if you have questions regarding investment strategy, are trying to fully understand the tradeoffs of different investment approaches, and in a multitude of other ways.
Small to mid size institutions and family offices:
We understand that many organizations simply don't have the internal resources necessary to address all of the important investment topics that you would like to. We can help support your efforts so that you can have the most productive discussions and decision making for your beneficiaries.
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