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.
Arcus brings together experienced investment professionals with deep knowledge of portfolio management, wealth preservation, and investment strategy. Drawing on experience across market cycles and leading financial institutions, our team combines disciplined analysis, sound judgment, and a long-term perspective in its approach to preserving and growing client wealth.
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 investment advisor, Arcus has the flexibility to evaluate a broad range of investment strategies and managers without the constraints of a proprietary investment platform. Our experience, industry relationships, and investment expertise provide access to established managers as well as specialized opportunities that may be less widely available. We continually seek distinctive investment strategies that complement client portfolios and support their long-term investment objectives.
Arcus client assets are primarily held with Charles Schwab, one of the nation’s leading custodians serving independent investment advisors, with over $13 trillion in total client assets. By maintaining client assets with established, independent custodians, Arcus provides an important separation between investment management and asset custody. While Arcus generally has discretionary authority to manage client portfolios, the movement of client assets is subject to custodial safeguards and client authorization requirements.
