Arete Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Areté Asset Management is an independent registered investment adviser that manages discretionary separate accounts for individual clients. The firm currently manages $3,771,341 across four individual clients and offers a single asset-allocation service limited to publicly traded U.S. securities.
Its investment approach centers on the All‑Terrain Asset Allocation strategy, combining allocations to stocks, fixed income, cash, gold and other noncorrelated or negatively correlated assets and relying on quantitative, fundamental, macro, technical and behavioral analysis, including a proprietary discounted cash flow model. Portfolios are largely standardized across clients—Areté implements virtually identical holdings and position weights and generally only tailors allocations for client-specific constraints such as time horizon or reasonable investment restrictions.
The firm is a solo, owner-managed practice that recommends the Altruist custodial platform for custody and execution while retaining internal responsibility for research and proxy voting rather than outsourcing those functions. Areté enforces a detailed Code of Ethics with strict personal‑trading controls (advance approvals, same‑day execution, blackout periods and disgorgement for prohibited short‑term trades) and does not use performance-based fees or participate in wrap fee programs.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.65% annually
Account minimum: $100,000
Main office
Bethlehem PA
Advisors at this office
1
Most active in
Maryland
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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