A complete list of active advisors currently associated with Arete Asset Management, LLC

Warmer can help you find a great advisor at Arete Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Arete Asset Management, LLC, 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.