Who should consider the Personal CIO service?
This offer is designed for investors who want to get the most out of their investments and are willing and able to take on some of the more basic investment tasks to achieve that end.
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. This is so much easier to do today with lots of cheap index funds and with relatively low commissions.
When more important tasks are involved, you can reach out to us. Areté's personal CIO service will complement your own investment work without the persistent cost of asset under management fees.
You might want to consider Areté's Personal CIO service if you:
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. This is so much easier to do today with lots of cheap index funds and with relatively low commissions.
When more important tasks are involved, you can reach out to us. Areté's personal CIO service will complement your own investment work without the persistent cost of asset under management fees.
You might want to consider Areté's Personal CIO service if you:
- are trying to fully understand the tradeoffs of different investment approaches
- would like a "second opinion" on something
- have a question or a challenge that you need an objective answer to
- want to establish reasonable expectations of market returns
- would like to better understand some aspect of investing or the investment landscape
- want to make sure your organization is addressing the right risks and opportunities
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