St. Augustine, FL Office

Arch Global Advisors serves individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services (including acting as an ERISA 3(38) fiduciary for plans). The firm also offers fixed‑fee financial planning engagements and estate‑planning services delivered through a third‑party provider (Trust&Will) as part of its advisory menu.

The firm constructs customized portfolios typically using ETFs, individual equities and mutual funds and generally takes a long‑term approach while rebalancing or trading tactically as needed. To implement client strategies Arch Global Advisors manages assets internally, allocates to unaffiliated independent managers, and—uncommonly for peers—may employ options and margin in separately managed accounts to pursue specific objectives.

Distinctive features called out in the brochure include the explicit use of options and margin in client accounts, a practice the firm notes and which is relatively uncommon among similar team firms, and the integration of third‑party estate‑planning services. The brochure also discloses that several advisory personnel are registered representatives with LPL and licensed insurance agents and that the firm maintains an institutional relationship with Schwab, arrangements the firm identifies as creating potential oversight and compensation conflicts of interest.