We believe:
There are a lot of things investment firms can do better
The evolving investment landscape demands fresh approaches
There will always be demand for better performance
Why Areté?
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Built For
Purpose To help investors invest better
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Multiple Dimensions Incorporated
To provide expertise along all of the dimensions of investing that matter to you
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Knowledge
Management To continuously generate valuable insights into investment risks and opportunities
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Technology
Strategy To reduce costs, increase efficiency, improve resilience, and better manage knowledge
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Our Services
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Asset Management
Areté has been a pioneer in active management by combining reasonable fees with high active share and a low investment minimum. We currently manage a U.S. Equity Mid Cap Core strategy and offer that to individuals and institutions. |
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Personal CIO Service
Do you just need some help to get oriented? Whether you are just getting started or are seeking an extra opinion, leverage our expertise to help solve your investment challenges. |
Who We Are
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Areté (ar-uh-tay)
Areté Asset Management, LLC is an independently owned investment boutique focused on helping investors to invest better. Areté's vision involves the strategic application of technology to build knowledge and minimize costs while systematically avoiding conflicts of interest and other structural issues that can compromise the quality of its services. Read more ... |
Leadership
Areté Asset Management is operated by its majority owner, David Robertson, CFA. Dave founded the business in 2008 to fulfill his vision of creating a better type of money management firm - one that both excels in investment research and provides an outstanding value for investors. Read more ... |
Research and education
Good information is the lifeblood of successful investing. Areté provides a wide range of thought leadership to help investors navigate the investment landscape.Areté blog: Original, insightful, and timely commentary about important investment issues
Key things investors should know: Useful perspectives on how to approach investing, the changing investment landscape, and many other topics
Areté Quarterly: Substantial portfolio detail and analysis from which Areté's mid cap core strategy can be evaluated
Reading list: A list of books that we have found instrumental in expanding our knowledge of investing (includes many original reviews)
Still have questions?
If you still have comments or questions about what we do or why we do it, please let us know. Contact us
If you think a more thorough discussion about investment strategy could be helpful, please consider taking a free trial of our personal CIO service. Try it for free!
If you think a more thorough discussion about investment strategy could be helpful, please consider taking a free trial of our personal CIO service. Try it for free!