We integrate every element of your financial picture to form a cohesive strategy, ensuring that all aspects of your family needs are considered and managed. Our goal is to simplify the complexities of wealth management, providing clarity and confidence so you can focus on what matters most.
Each of Arcus’s investment professionals is highly experienced and thoroughly trained in the fundamentals of wealth preservation. In addition, through extensive hands-on investing for clients in various market cycles at some of the most prestigious wealth management organizations in the world, we believe each of our professionals has the discipline, rigor and investment acumen to help Arcus clients grow wealth sensibly.
At Arcus, we often invest both firm and personal capital in the same strategies we recommend to our clients. Having “skin in the game” validates and ensures that our incentives are fully aligned with our clients.
Whether it is in the form of investment management, or in connection with a wide range of strategic and financial matters, Arcus provides advice that is independent, transparently priced and in support of our clients’ specific goals.
Arcus employs a two-tiered investment approach to deliver its investment results. The first tier matches each client’s strategic asset allocation to their risk profile and long-term goals. This may include public equity and fixed-income investments or private, alternative equity, fixed-income or other asset-class investments. The second tier employs a bottom-up analysis of investment manager due diligence and selection with whom we invest. In doing so, Arcus applies a rigorous process that seeks to uncover and anticipate future opportunities, rather than relying on recent performance.
As an independent advisor, Arcus is not limited by a finite list of investment strategies and managers like the traditional Wall Street broker/dealer. In fact, given its size and investment acumen, Arcus is viewed as an institutional investor by the investment community and is regularly approached by the best and most recognizable investment managers in the world. However, as an innovative and independent organization, Arcus is always in search of, no matter how large or small, unique investment strategies and managers to deliver superior investment returns to our clients.
Arcus client assets are predominantly held at Charles Schwab & Company, which custodies over $7.4 trillion in client assets. Schwab has long been recognized as an industry leader in custody, safekeeping, and securities processing and is the largest custodian for independent investment advisors like Arcus. Additionally, although Arcus has discretionary investment authority over most of its client assets, Arcus employees or third parties can not move or transfer client assets into or out of any of its custodians without the approval and the direction of each respective client.
