The Personal CIO Service is our attempt to offer you easy, direct, modular access to investment expertise. While it is easy to go to a doctor or a lawyer to get expert help with periodic health or legal issues, it can be very difficult to do so with investment issues. Financial planners, advisers, and consultants are often able to help with some general background, but few of them are full-time, professional investors. 

As an active manager, we are constantly reading, researching, and analyzing. We are also putting our own money at risk every day. We would argue that this provides uniquely valuable insights into the market landscape.

In addition, there is a lot of good investment research and insights that can help investors but does not get disseminated very efficiently. We can provide you with the knowledge, tools and guidance to leverage all of the other services you have access to.

Some terrain is just plain difficult and it can be even worse when you are not familiar with it. Areté's personal CIO service works like an expedition leader - applying our deep knowledge and experience of investing so you can get the most out of your investment journey. 

Important: This is not a service to recommend specific stocks or other securities.

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