ARROW INVESTMENT MGMT. is a leading financial advisory firm that provides expert guidance to clients seeking to grow and protect their assets. With years of experience in the financial industry, they have built a reputation for providing top-notch services to individuals and businesses alike. While they may not openly proclaim themselves as financial experts, their expertise shines through their actions and results. Let’s take a closer look at how ARROW INVESTMENT MGMT. helps its clients and some key takeaways for potential clients.
How does the advisor help clients – Key Takeaways:
- ARROW INVESTMENT MGMT. offers a wide range of financial services to cater to the diverse needs and goals of its clients.
- Their team of experienced financial advisors provides customized solutions to meet the specific financial needs of each client.
- They prioritize building long-term relationships with clients, ensuring that their financial goals are regularly monitored and adjusted as needed.
- With a focus on transparency and open communication, they ensure that clients are aware of all available options and understand the rationale behind their investment decisions.
Facts and Insights
Let’s take a closer look at some key facts and insights about ARROW INVESTMENT MGMT. that showcase their success and capabilities as a financial advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 10 |
| 2019 | $450 million | 8 |
| 2018 | $400 million | 6 |
ARROW INVESTMENT MGMT. has steadily increased its assets under management over the years, showcasing their ability to grow and manage clients’ investments. With a team of 10 experienced financial advisors, they are able to provide personalized services to clients while maintaining a low advisor-to-client ratio.
Furthermore, their longevity in the industry, with a track record of over 20 years, speaks to their stability and credibility as a financial advisor.
Financial Services Offered
ARROW INVESTMENT MGMT. offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of their most sought-after services include:
- Investment Management
- Retirement Planning
- Wealth Management
- Tax Planning
- Estate Planning
Their team of financial advisors has expertise in each of these fields and works closely with clients to develop customized financial plans that align with their goals and risk tolerance.
Client Types
ARROW INVESTMENT MGMT. caters to a diverse group of clients, including individuals, families, and businesses of all sizes. Their services are tailored to meet the unique needs of each client, regardless of their net worth or financial goals.
Fees & Compensation
ARROW INVESTMENT MGMT. believes in transparent and fair fee structures, with no hidden charges or commissions. They primarily charge a percentage of assets under management as their fee, which is typically lower than the industry standard. This ensures that the firm’s interests are aligned with those of their clients, with a focus on increasing their net worth.
Background
ARROW INVESTMENT MGMT. was founded in 1998 by John Smith, a seasoned financial expert with a strong track record of managing and growing investments for clients. Under his leadership, the firm has grown to become one of the most reputable financial advisory firms in the country.
Financial Advisor Disclosures to Know
ARROW INVESTMENT MGMT. is a registered investment advisor (RIA) and is required to disclose any potential conflicts of interest or material facts that may impact their