Investment Philosophy

Preserving and Building Wealth

With more than 120 years of combined experience investing client assets, Arcus has found that no investor, regardless of their investment time horizon or perceived risk tolerance, reacts favorably to meaningful losses of capital. Because negative and positive returns are not equivalent, risk avoidance is the cornerstone of the firm’s investment philosophy. 

Our method is to seek out innovative strategies across a number of investment vehicles that, in the aggregate, may help clients improve returns over time. Surrounding our process is an appreciation for the risks inherent in all investing, which is why we structure diversified portfolios to help withstand the brunt of the inevitable and periodic shocks that all markets experience.  Furthermore, Arcus engages in a forward-looking asset allocation process that adheres to a belief that asset classes regress to their mean returns over time.