A complete list of active advisors currently associated with Arete Advisors

Warmer can help you find a great advisor at Arete Advisors or one who fits your needs even better.

Arete Advisors provides discretionary and non-discretionary asset management, financial planning, and financial/business consulting to individuals, high-net-worth clients and privately held businesses, and also serves corporate retirement plans and pension arrangements. The firm sponsors a wrap fee program and uses managed portfolio platforms available through LPL Financial, including model portfolios managed by sub-advisors. Its investment process combines fundamental and technical analysis with customized asset allocation, portfolio monitoring, and periodic rebalancing, and clients may impose written investment restrictions or choose discretionary or non-discretionary authority. For retirement plans, Arete can act as a limited ERISA 3(21) advisor or as a full 3(38) investment manager, providing IPS development, investment selection and participant education as part of its fiduciary services. Arete is notable among peers of similar size for sponsoring a wrap program, maintaining an affiliated insurance business (the owner spends roughly half of his time as an insurance agent, a disclosed potential conflict), and for serving corporate clients and offering pension and profit-sharing plan consulting — services that are less common for independent firms. The firm reports roughly $53.5 million in assets under management across about 91 clients and supplements investment services with business-oriented consulting such as enterprise valuation, exit planning, and business transition project management.

To learn more about the advisors currently working at Arete Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.